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 | $124,078 | $110,261+12.5% | $95,745+29.6% | $139,434-11.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 18.57% | 27.11%-8.5pp | 28.35%-9.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $929 | $3,257-71.5% | $2,835-67.2% | $4,751-80.4% |
| Participant deferral / active EE | $4,612 | $4,676-1.4% | $4,245+8.7% | $6,710-31.3% |
| Admin fee / account holder | $5 | $6,613-99.9% | $5,678-99.9% | $11,403-100.0% |