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 5-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 | $16,071 | $82,286-80.5% | $68,791-76.6% | $134,475-88.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | 12.98% | -2.19%+15.2pp | -6.38%+19.4pp | 417.96%-405.0pp |
| Employer contribution / active EE | $1,175 | $3,301-64.4% | $2,655-55.7% | $4,740-75.2% |
| Participant deferral / active EE | $1,725 | $4,739-63.6% | $3,941-56.2% | $6,400-73.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |