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 | $68,240 | $72,404-5.8% | $110,238-38.1% | $64,186+6.3% |
| Participation rate | 56.4% | 73.3%-17.0pp | 79.8%-23.5pp | 69.6%-13.2pp |
| Annual return | -5.78% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,245 | $2,282-45.4% | $3,826-67.5% | $2,381-47.7% |
| Participant deferral / active EE | $2,558 | $3,469-26.3% | $4,672-45.2% | $3,470-26.3% |
| Admin fee / account holder | $261 | $5,664-95.4% | $8,547-96.9% | $4,888-94.7% |