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 | $70,966 | $69,010+2.8% | $159,960-55.6% | $68,494+3.6% |
| Participation rate | 61.5% | 65.4%-3.9pp | 78.0%-16.4pp | 67.9%-6.3pp |
| Annual return | -10.48% | -9.65%-0.8pp | 408.60%-419.1pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,570 | $2,213+16.1% | $4,226-39.2% | $2,596-1.0% |
| Participant deferral / active EE | $3,803 | $4,212-9.7% | $6,182-38.5% | $4,027-5.6% |
| Admin fee / account holder | $254 | $4,798-94.7% | $8,698-97.1% | $5,403-95.3% |