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 | $88,060 | $91,911-4.2% | $68,793+28.0% | $135,375-35.0% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -9.61% | -8.22%-1.4pp | -4.63%-5.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,770 | $3,924-54.9% | $2,625-32.6% | $4,779-63.0% |
| Participant deferral / active EE | $1,770 | $4,315-59.0% | $3,311-46.6% | $5,609-68.5% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |