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 | $63,261 | $85,790-26.3% | $67,313-6.0% | $135,375-53.3% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -8.75% | -0.54%-8.2pp | -4.08%-4.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,828 | $3,487+9.8% | $2,566+49.2% | $4,779-19.9% |
| Participant deferral / active EE | $3,828 | $4,651-17.7% | $3,568+7.3% | $5,609-31.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |