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 | $150,899 | $115,770+30.3% | $101,248+49.0% | $158,922-5.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 11.99% | 56.14%-44.1pp | 46.47%-34.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,387 | $4,175-42.8% | $3,660-34.8% | $4,761-49.9% |
| Participant deferral / active EE | $2,983 | $4,957-39.8% | $4,370-31.7% | $5,982-50.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |