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 | $31,600 | $131,829-76.0% | $108,579-70.9% | $273,961-88.5% |
| Participation rate | 9.1% | 83.5%-74.4pp | 79.6%-70.5pp | 83.0%-73.9pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $964 | $4,912-80.4% | $3,758-74.4% | $4,869-80.2% |
| Participant deferral / active EE | $1,909 | $5,127-62.8% | $4,311-55.7% | $5,287-63.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |