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 | $51,450 | $95,193-46.0% | $76,523-32.8% | $135,375-62.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -5.74% | 4.85%-10.6pp | -0.27%-5.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,944 | $3,302-41.2% | $2,647-26.6% | $4,779-59.3% |
| Participant deferral / active EE | $3,234 | $4,639-30.3% | $3,835-15.7% | $5,609-42.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |