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 | $52,537 | $142,344-63.1% | $119,609-56.1% | $134,475-60.9% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -16.26% | -12.44%-3.8pp | -14.97%-1.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,037 | $5,222-61.0% | $4,232-51.9% | $4,740-57.0% |
| Participant deferral / active EE | $3,833 | $6,469-40.8% | $5,602-31.6% | $6,400-40.1% |
| Admin fee / account holder | $257 | $13,584-98.1% | $10,323-97.5% | $11,426-97.8% |