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 | $77,042 | $95,193-19.1% | $76,523+0.7% | $135,375-43.1% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -2.94% | 4.85%-7.8pp | -0.27%-2.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $350 | $3,302-89.4% | $2,647-86.8% | $4,779-92.7% |
| Participant deferral / active EE | $2,590 | $4,639-44.2% | $3,835-32.5% | $5,609-53.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |