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 | $59,304 | $138,065-57.0% | $123,544-52.0% | $135,375-56.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -1.64% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,819 | $5,151-64.7% | $4,628-60.7% | $4,779-61.9% |
| Participant deferral / active EE | $5,437 | $6,799-20.0% | $6,426-15.4% | $5,609-3.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |