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 | $53,939 | $167,307-67.8% | $143,757-62.5% | $134,475-59.9% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -10.80% | 0.46%-11.3pp | -0.04%-10.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,773 | $5,619-68.4% | $4,951-64.2% | $4,740-62.6% |
| Participant deferral / active EE | $4,521 | $6,446-29.9% | $5,637-19.8% | $6,400-29.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |