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 | $77,866 | $131,829-40.9% | $108,579-28.3% | $273,961-71.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 6.05% | -91.57%+97.6pp | -51.70%+57.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,071 | $4,912-57.8% | $3,758-44.9% | $4,869-57.5% |
| Participant deferral / active EE | $3,589 | $5,127-30.0% | $4,311-16.7% | $5,287-32.1% |
| Admin fee / account holder | $205 | $10,252-98.0% | $7,645-97.3% | $10,132-98.0% |