See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,705 | $52,681+5.7% | $75,781-26.5% | $59,632-6.6% |
| Participation rate | 53.1% | 67.2%-14.1pp | 75.8%-22.7pp | 68.7%-15.5pp |
| Annual return | -1.62% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,535 | $2,193-30.0% | $3,323-53.8% | $2,203-30.3% |
| Participant deferral / active EE | $2,772 | $2,591+7.0% | $3,651-24.1% | $3,192-13.1% |
| Admin fee / account holder | $117 | $3,610-96.8% | $5,299-97.8% | $4,297-97.3% |