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 | $84,467 | $131,829-35.9% | $108,579-22.2% | $273,961-69.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 8.41% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,720 | $4,912-44.6% | $3,758-27.6% | $4,869-44.1% |
| Participant deferral / active EE | $4,262 | $5,127-16.9% | $4,311-1.1% | $5,287-19.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |