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 5-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 | $46,519 | $64,707-28.1% | $112,228-58.5% | $68,494-32.1% |
| Participation rate | 46.2% | 67.2%-21.0pp | 75.1%-28.9pp | 67.9%-21.7pp |
| Annual return | 9.71% | -11.40%+21.1pp | 27.45%-17.7pp | -7.84%+17.6pp |
| Employer contribution / active EE | $1,787 | $2,746-34.9% | $3,635-50.8% | $2,596-31.2% |
| Participant deferral / active EE | $4,528 | $3,565+27.0% | $4,728-4.2% | $4,027+12.4% |
| Admin fee / account holder | $208 | $5,232-96.0% | $6,410-96.8% | $5,403-96.2% |