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 | $149,931 | $107,015+40.1% | $73,545+103.9% | $147,584+1.6% |
| Participation rate | 4.5% | 66.4%-61.8pp | 54.9%-50.4pp | 82.8%-78.3pp |
| Annual return | 21.37% | 38.25%-16.9pp | -15.16%+36.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $262 | $2,462-89.4% | $1,806-85.5% | $5,439-95.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |