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 | $90,060 | $131,829-31.7% | $108,579-17.1% | $273,961-67.1% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 8.56% | -91.57%+100.1pp | -51.70%+60.3pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,469 | $4,912-70.1% | $3,758-60.9% | $4,869-69.8% |
| Participant deferral / active EE | $4,376 | $5,127-14.7% | $4,311+1.5% | $5,287-17.2% |
| Admin fee / account holder | $6 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |