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 | $60,333 | $131,829-54.2% | $108,579-44.4% | $273,961-78.0% |
| Participation rate | 35.7% | 83.5%-47.7pp | 79.6%-43.9pp | 83.0%-47.3pp |
| Annual return | 9.10% | -91.57%+100.7pp | -51.70%+60.8pp | 41.45%-32.4pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,642 | $5,127-68.0% | $4,311-61.9% | $5,287-68.9% |
| Admin fee / account holder | $3 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |