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 | $114,278 | $113,935+0.3% | $94,224+21.3% | $125,391-8.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -2.91% | 5.29%-8.2pp | 10.68%-13.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,455 | $4,727-69.2% | $3,587-59.4% | $4,866-70.1% |
| Participant deferral / active EE | $6,000 | $5,179+15.9% | $4,320+38.9% | $5,352+12.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |