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 | $77,788 | $87,540-11.1% | $75,781+2.6% | $125,391-38.0% |
| Participation rate | 44.4% | 80.2%-35.7pp | 75.8%-31.4pp | 83.2%-38.7pp |
| Annual return | -1.58% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,091 | $3,930-46.8% | $3,323-37.1% | $4,866-57.0% |
| Participant deferral / active EE | $5,911 | $4,229+39.8% | $3,651+61.9% | $5,352+10.5% |
| Admin fee / account holder | $202 | $6,502-96.9% | $5,299-96.2% | $9,540-97.9% |