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 | $31,531 | $131,829-76.1% | $108,579-71.0% | $273,961-88.5% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 11.81% | -91.57%+103.4pp | -51.70%+63.5pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,499 | $4,912-69.5% | $3,758-60.1% | $4,869-69.2% |
| Participant deferral / active EE | $4,647 | $5,127-9.4% | $4,311+7.8% | $5,287-12.1% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |