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 | $67,364 | $167,307-59.7% | $143,757-53.1% | $134,475-49.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -16.81% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,434 | $5,619-74.5% | $4,951-71.0% | $4,740-69.7% |
| Participant deferral / active EE | $2,201 | $6,446-65.8% | $5,637-60.9% | $6,400-65.6% |
| Admin fee / account holder | $10 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |