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 | $73,260 | $85,790-14.6% | $67,313+8.8% | $135,375-45.9% |
| Participation rate | 20.8% | 76.5%-55.6pp | 69.1%-48.2pp | 82.6%-61.8pp |
| Annual return | -0.41% | -0.54%+0.1pp | -4.08%+3.7pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,074 | $3,487-69.2% | $2,566-58.1% | $4,779-77.5% |
| Participant deferral / active EE | $1,340 | $4,651-71.2% | $3,568-62.5% | $5,609-76.1% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |