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 | $123,717 | $99,032+24.9% | $80,019+54.6% | $135,375-8.6% |
| Participation rate | 26.7% | 78.4%-51.7pp | 75.8%-49.2pp | 82.6%-56.0pp |
| Annual return | 5.39% | 15.39%-10.0pp | 11.22%-5.8pp | 519.73%-514.3pp |
| Employer contribution / active EE | $528 | $3,043-82.6% | $2,468-78.6% | $4,779-88.9% |
| Participant deferral / active EE | $2,358 | $4,282-44.9% | $3,686-36.0% | $5,609-58.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |