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 | $104,396 | $142,344-26.7% | $119,609-12.7% | $134,475-22.4% |
| Participation rate | 52.2% | 82.8%-30.6pp | 79.3%-27.1pp | 81.2%-29.0pp |
| Annual return | -2.02% | -12.44%+10.4pp | -14.97%+12.9pp | 417.96%-420.0pp |
| Employer contribution / active EE | $1,117 | $5,222-78.6% | $4,232-73.6% | $4,740-76.4% |
| Participant deferral / active EE | $2,118 | $6,469-67.3% | $5,602-62.2% | $6,400-66.9% |
| Admin fee / account holder | $147 | $13,584-98.9% | $10,323-98.6% | $11,426-98.7% |