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 | $87,430 | $97,757-10.6% | $83,848+4.3% | $135,375-35.4% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -0.07% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.8pp |
| Employer contribution / active EE | $1,574 | $4,222-62.7% | $3,631-56.7% | $4,779-67.1% |
| Participant deferral / active EE | $6,000 | $4,682+28.1% | $4,082+47.0% | $5,609+7.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |