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 | $83,234 | $91,538-9.1% | $129,995-36.0% | $75,163+10.7% |
| Participation rate | 33.3% | 71.4%-38.1pp | 78.5%-45.2pp | 67.2%-33.9pp |
| Annual return | 17.66% | -631.11%+648.8pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,183 | $4,341-26.7% | $5,820-45.3% | $4,125-22.9% |
| Admin fee / account holder | $262 | $6,790-96.1% | $10,614-97.5% | $5,651-95.4% |