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 | $28,966 | $131,829-78.0% | $108,579-73.3% | $273,961-89.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 8.05% | -91.57%+99.6pp | -51.70%+59.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,006 | $4,912-79.5% | $3,758-73.2% | $4,869-79.3% |
| Participant deferral / active EE | $2,576 | $5,127-49.8% | $4,311-40.2% | $5,287-51.3% |
| Admin fee / account holder | $268 | $10,252-97.4% | $7,645-96.5% | $10,132-97.4% |