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 | $55,464 | $131,829-57.9% | $108,579-48.9% | $273,961-79.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 4.08% | -91.57%+95.7pp | -51.70%+55.8pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,601 | $4,912-67.4% | $3,758-57.4% | $4,869-67.1% |
| Participant deferral / active EE | $5,446 | $5,127+6.2% | $4,311+26.3% | $5,287+3.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |