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 | $76,891 | $131,829-41.7% | $108,579-29.2% | $273,961-71.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 6.15% | -91.57%+97.7pp | -51.70%+57.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,518 | $4,912-69.1% | $3,758-59.6% | $4,869-68.8% |
| Participant deferral / active EE | $1,882 | $5,127-63.3% | $4,311-56.3% | $5,287-64.4% |
| Admin fee / account holder | $20 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |