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 | $75,042 | $131,829-43.1% | $108,579-30.9% | $273,961-72.6% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 10.59% | -91.57%+102.2pp | -51.70%+62.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,076 | $4,912-78.1% | $3,758-71.4% | $4,869-77.9% |
| Participant deferral / active EE | $2,274 | $5,127-55.7% | $4,311-47.3% | $5,287-57.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |