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 | $45,990 | $95,193-51.7% | $76,523-39.9% | $135,375-66.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -6.70% | 4.85%-11.5pp | -0.27%-6.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,327 | $3,302-59.8% | $2,647-49.9% | $4,779-72.2% |
| Participant deferral / active EE | $9,259 | $4,639+99.6% | $3,835+141.4% | $5,609+65.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |