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 | $195,667 | $154,228+26.9% | $145,433+34.5% | $137,256+42.6% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.1pp | 80.0%-32.9pp |
| Annual return | 13.69% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $895 | $4,804-81.4% | $4,554-80.3% | $4,156-78.5% |
| Participant deferral / active EE | $5,171 | $8,216-37.1% | $7,897-34.5% | $6,407-19.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |