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 | $130,984 | $142,344-8.0% | $119,609+9.5% | $134,475-2.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -13.41% | -12.44%-1.0pp | -14.97%+1.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $5,000 | $5,222-4.3% | $4,232+18.1% | $4,740+5.5% |
| Participant deferral / active EE | $6,833 | $6,469+5.6% | $5,602+22.0% | $6,400+6.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |