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 | $62,789 | $95,193-34.0% | $76,523-17.9% | $135,375-53.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -5.47% | 4.85%-10.3pp | -0.27%-5.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,750 | $3,302-16.7% | $2,647+3.9% | $4,779-42.5% |
| Participant deferral / active EE | $4,625 | $4,639-0.3% | $3,835+20.6% | $5,609-17.5% |
| Admin fee / account holder | $122 | $6,249-98.0% | $4,848-97.5% | $10,827-98.9% |