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 | $71,577 | $95,193-24.8% | $76,523-6.5% | $135,375-47.1% |
| Participation rate | 41.2% | 74.4%-33.2pp | 68.0%-26.8pp | 82.6%-41.5pp |
| Annual return | -4.44% | 4.85%-9.3pp | -0.27%-4.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $495 | $3,302-85.0% | $2,647-81.3% | $4,779-89.6% |
| Participant deferral / active EE | $918 | $4,639-80.2% | $3,835-76.1% | $5,609-83.6% |
| Admin fee / account holder | $288 | $6,249-95.4% | $4,848-94.1% | $10,827-97.3% |