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 | $46,216 | $95,971-51.8% | $74,550-38.0% | $135,375-65.9% |
| Participation rate | 56.3% | 75.7%-19.4pp | 69.1%-12.9pp | 82.6%-26.4pp |
| Annual return | -0.14% | 56.96%-57.1pp | 32.53%-32.7pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,328 | $2,716-51.1% | $1,961-32.3% | $4,779-72.2% |
| Participant deferral / active EE | $5,132 | $3,843+33.5% | $3,108+65.1% | $5,609-8.5% |
| Admin fee / account holder | $230 | $6,522-96.5% | $5,060-95.5% | $10,827-97.9% |