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 | $45,423 | $87,540-48.1% | $75,781-40.1% | $125,391-63.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -0.37% | 13.48%-13.9pp | 9.68%-10.1pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,339 | $3,930-65.9% | $3,323-59.7% | $4,866-72.5% |
| Participant deferral / active EE | $4,181 | $4,229-1.1% | $3,651+14.5% | $5,352-21.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |