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 | $49,515 | $138,065-64.1% | $123,544-59.9% | $135,375-63.4% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -4.65% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,440 | $5,151-72.0% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $3,071 | $6,799-54.8% | $6,426-52.2% | $5,609-45.2% |
| Admin fee / account holder | $111 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |