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 | $50,576 | $84,527-40.2% | $67,711-25.3% | $125,391-59.7% |
| Participation rate | 33.3% | 74.8%-41.5pp | 67.5%-34.2pp | 83.2%-49.9pp |
| Annual return | -1.79% | 2.57%-4.4pp | 25.41%-27.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,139 | $3,292-65.4% | $2,559-55.5% | $4,866-76.6% |
| Participant deferral / active EE | $4,961 | $4,429+12.0% | $3,585+38.4% | $5,352-7.3% |
| Admin fee / account holder | $122 | $5,340-97.7% | $4,255-97.1% | $9,540-98.7% |