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 | $182,561 | $126,574+44.2% | $106,213+71.9% | $145,922+25.1% |
| Participation rate | 43.8% | 77.6%-33.9pp | 75.3%-31.5pp | 80.3%-36.5pp |
| Annual return | 17.54% | 224.79%-207.3pp | 116.14%-98.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,913 | $5,724-66.6% | $5,016-61.9% | $6,688-71.4% |
| Admin fee / account holder | $56 | $17,304-99.7% | $11,033-99.5% | $13,397-99.6% |