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 | $165,285 | $118,849+39.1% | $96,562+71.2% | $167,490-1.3% |
| Participation rate | 21.1% | 75.5%-54.4pp | 69.8%-48.8pp | 82.1%-61.1pp |
| Annual return | 13.23% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.3pp |
| Employer contribution / active EE | $805 | $3,120-74.2% | $2,356-65.8% | $4,837-83.4% |
| Participant deferral / active EE | $1,622 | $4,616-64.9% | $3,849-57.8% | $6,341-74.4% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |