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 | $104,720 | $91,911+13.9% | $68,793+52.2% | $135,375-22.6% |
| Participation rate | 53.3% | 76.7%-23.4pp | 72.2%-18.9pp | 82.6%-29.3pp |
| Annual return | 0.56% | -8.22%+8.8pp | -4.63%+5.2pp | 519.73%-519.2pp |
| Employer contribution / active EE | $8,889 | $3,924+126.6% | $2,625+238.6% | $4,779+86.0% |
| Participant deferral / active EE | $4,573 | $4,315+6.0% | $3,311+38.1% | $5,609-18.5% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |