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 | $82,730 | $57,354+44.2% | $83,848-1.3% | $64,186+28.9% |
| Participation rate | 51.9% | 68.6%-16.8pp | 76.1%-24.3pp | 69.6%-17.7pp |
| Annual return | -5.91% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,589 | $2,545+1.7% | $3,631-28.7% | $2,381+8.8% |
| Participant deferral / active EE | $2,780 | $2,993-7.1% | $4,082-31.9% | $3,470-19.9% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |