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 | $115,208 | $131,829-12.6% | $108,579+6.1% | $273,961-57.9% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 7.53% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,620 | $4,912-67.0% | $3,758-56.9% | $4,869-66.7% |
| Participant deferral / active EE | $6,614 | $5,127+29.0% | $4,311+53.4% | $5,287+25.1% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |