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 | $91,077 | $95,971-5.1% | $74,550+22.2% | $135,375-32.7% |
| Participation rate | 14.3% | 75.7%-61.4pp | 69.1%-54.9pp | 82.6%-68.4pp |
| Annual return | -5.67% | 56.96%-62.6pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $594 | $2,716-78.1% | $1,961-69.7% | $4,779-87.6% |
| Participant deferral / active EE | $1,114 | $3,843-71.0% | $3,108-64.1% | $5,609-80.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |