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 | $104,890 | $131,829-20.4% | $108,579-3.4% | $273,961-61.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 4.46% | -91.57%+96.0pp | -51.70%+56.2pp | 41.45%-37.0pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50 | $10,252-99.5% | $7,645-99.3% | $10,132-99.5% |