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 | $114,464 | $84,695+35.1% | $73,843+55.0% | $125,391-8.7% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -1.07% | 3123.53%-3124.6pp | 2267.84%-2268.9pp | 282.22%-283.3pp |
| Employer contribution / active EE | $3,345 | $3,123+7.1% | $2,787+20.0% | $4,866-31.3% |
| Participant deferral / active EE | $9,813 | $3,992+145.8% | $3,583+173.9% | $5,352+83.4% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |