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 | $77,276 | $95,862-19.4% | $79,550-2.9% | $134,475-42.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -17.15% | -2.69%-14.5pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,046 | $3,128+29.4% | $2,413+67.7% | $4,740-14.6% |
| Participant deferral / active EE | $6,731 | $4,693+43.4% | $3,985+68.9% | $6,400+5.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |