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 | $56,200 | $90,590-38.0% | $90,782-38.1% | $135,375-58.5% |
| Participation rate | 44.4% | 83.7%-39.3pp | 82.7%-38.2pp | 82.6%-38.2pp |
| Annual return | 13.03% | -3.40%+16.4pp | -3.42%+16.4pp | 519.73%-506.7pp |
| Employer contribution / active EE | $1,932 | $4,352-55.6% | $4,105-52.9% | $4,779-59.6% |
| Participant deferral / active EE | $2,572 | $5,407-52.4% | $5,366-52.1% | $5,609-54.1% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |