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 | $82,628 | $91,538-9.7% | $129,995-36.4% | $75,163+9.9% |
| Participation rate | 53.3% | 71.4%-18.1pp | 78.5%-25.2pp | 67.2%-13.9pp |
| Annual return | 16.13% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,789 | $2,845-37.1% | $4,320-58.6% | $2,670-33.0% |
| Participant deferral / active EE | $3,080 | $4,341-29.1% | $5,820-47.1% | $4,125-25.3% |
| Admin fee / account holder | $245 | $6,790-96.4% | $10,614-97.7% | $5,651-95.7% |