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 | $125,733 | $106,890+17.6% | $84,015+49.7% | $152,861-17.7% |
| Participation rate | 14.3% | 75.2%-61.0pp | 69.0%-54.7pp | 82.4%-68.2pp |
| Annual return | 24.92% | 104.99%-80.1pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $594 | $2,734-78.3% | $1,983-70.0% | $4,762-87.5% |
| Participant deferral / active EE | $1,114 | $4,011-72.2% | $3,239-65.6% | $5,850-81.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |