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 | $56,749 | $64,707-12.3% | $112,228-49.4% | $68,494-17.1% |
| Participation rate | 64.0% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-3.9pp |
| Annual return | -14.02% | -11.40%-2.6pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,771 | $2,746-35.5% | $3,635-51.3% | $2,596-31.8% |
| Participant deferral / active EE | $2,709 | $3,565-24.0% | $4,728-42.7% | $4,027-32.7% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |