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 | $44,983 | $131,829-65.9% | $108,579-58.6% | $273,961-83.6% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | 5.97% | -91.57%+97.5pp | -51.70%+57.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,824 | $4,912-62.9% | $3,758-51.5% | $4,869-62.5% |
| Participant deferral / active EE | $4,371 | $5,127-14.7% | $4,311+1.4% | $5,287-17.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |