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 | $113,553 | $81,900+38.6% | $119,609-5.1% | $68,494+65.8% |
| Participation rate | 44.0% | 71.9%-27.9pp | 79.3%-35.3pp | 67.9%-23.9pp |
| Annual return | -16.63% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,818 | $2,693-32.5% | $4,232-57.0% | $2,596-30.0% |
| Participant deferral / active EE | $4,390 | $4,148+5.8% | $5,602-21.6% | $4,027+9.0% |
| Admin fee / account holder | $137 | $6,582-97.9% | $10,323-98.7% | $5,403-97.5% |