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 | $53,479 | $83,908-36.3% | $68,509-21.9% | $125,391-57.4% |
| Participation rate | 63.6% | 78.2%-14.5pp | 74.7%-11.1pp | 83.2%-19.6pp |
| Annual return | -2.42% | 14.48%-16.9pp | 8.27%-10.7pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,160 | $3,031-61.7% | $2,278-49.1% | $4,866-76.2% |
| Participant deferral / active EE | $1,952 | $4,125-52.7% | $3,382-42.3% | $5,352-63.5% |
| Admin fee / account holder | $254 | $8,982-97.2% | $5,275-95.2% | $9,540-97.3% |