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 | $44,391 | $54,726-18.9% | $68,793-35.5% | $64,186-30.8% |
| Participation rate | 25.0% | 68.0%-43.0pp | 72.2%-47.2pp | 69.6%-44.6pp |
| Annual return | -7.06% | -1.62%-5.4pp | -4.63%-2.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $669 | $1,846-63.7% | $2,625-74.5% | $2,381-71.9% |
| Participant deferral / active EE | $2,345 | $2,626-10.7% | $3,311-29.2% | $3,470-32.4% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |