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 | $76,439 | $131,829-42.0% | $108,579-29.6% | $273,961-72.1% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.6%-35.1pp | 83.0%-38.6pp |
| Annual return | 4.22% | -91.57%+95.8pp | -51.70%+55.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,275 | $4,912-74.1% | $3,758-66.1% | $4,869-73.8% |
| Participant deferral / active EE | $2,300 | $5,127-55.1% | $4,311-46.7% | $5,287-56.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |