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 | $57,847 | $131,829-56.1% | $108,579-46.7% | $273,961-78.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 10.60% | -91.57%+102.2pp | -51.70%+62.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,245 | $4,912-74.7% | $3,758-66.9% | $4,869-74.4% |
| Participant deferral / active EE | $3,780 | $5,127-26.3% | $4,311-12.3% | $5,287-28.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |