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 | $134,491 | $109,327+23.0% | $89,391+50.5% | $158,922-15.4% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.0%-31.6pp | 82.0%-45.6pp |
| Annual return | 14.10% | 345.68%-331.6pp | 245.62%-231.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,892 | $4,598-58.8% | $3,890-51.4% | $5,982-68.4% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |