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 | $220,212 | $133,922+64.4% | $116,228+89.5% | $142,382+54.7% |
| Participation rate | 46.7% | 77.9%-31.2pp | 74.6%-27.9pp | 80.1%-33.5pp |
| Annual return | 18.16% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-198.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,097 | $5,672-63.0% | $4,953-57.7% | $6,507-67.8% |
| Admin fee / account holder | $7 | $14,945-100.0% | $11,989-99.9% | $12,624-99.9% |