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 | $94,595 | $49,177+92.4% | $79,464+19.0% | $64,186+47.4% |
| Participation rate | 20.0% | 65.0%-45.0pp | 73.3%-53.3pp | 69.6%-49.6pp |
| Annual return | -5.43% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,092 | $2,076-47.4% | $2,800-61.0% | $2,381-54.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $167 | $3,839-95.6% | $5,113-96.7% | $4,888-96.6% |