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 | $77,330 | $131,829-41.3% | $108,579-28.8% | $273,961-71.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 7.02% | -91.57%+98.6pp | -51.70%+58.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,629 | $4,912-66.8% | $3,758-56.7% | $4,869-66.5% |
| Participant deferral / active EE | $3,849 | $5,127-24.9% | $4,311-10.7% | $5,287-27.2% |
| Admin fee / account holder | $237 | $10,252-97.7% | $7,645-96.9% | $10,132-97.7% |