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 | $110,063 | $99,652+10.4% | $78,778+39.7% | $147,584-25.4% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.2%-39.2pp | 82.8%-52.8pp |
| Annual return | 22.11% | 47.28%-25.2pp | 35.62%-13.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $687 | $2,796-75.4% | $1,986-65.4% | $4,876-85.9% |
| Participant deferral / active EE | $4,823 | $3,664+31.6% | $2,958+63.0% | $5,439-11.3% |
| Admin fee / account holder | $174 | $7,155-97.6% | $5,134-96.6% | $10,885-98.4% |