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 | $107,449 | $112,300-4.3% | $90,223+19.1% | $125,391-14.3% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.0%-12.4pp | 83.2%-16.5pp |
| Annual return | -2.28% | -0.57%-1.7pp | 1.31%-3.6pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,181 | $5,181-77.2% | $4,378-73.0% | $4,866-75.7% |
| Participant deferral / active EE | $6,386 | $6,733-5.1% | $5,792+10.3% | $5,352+19.3% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |