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 | $52,642 | $73,004-27.9% | $90,749-42.0% | $68,494-23.1% |
| Participation rate | 52.6% | 70.8%-18.2pp | 75.7%-23.1pp | 67.9%-15.3pp |
| Annual return | -15.33% | -13.81%-1.5pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,357 | $2,193-38.1% | $2,921-53.6% | $2,596-47.8% |
| Participant deferral / active EE | $2,485 | $3,627-31.5% | $4,564-45.6% | $4,027-38.3% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |