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 | $236,558 | $146,267+61.7% | $197,124+20.0% | $82,448+186.9% |
| Participation rate | 26.2% | 84.0%-57.8pp | 86.7%-60.5pp | 68.1%-41.9pp |
| Annual return | 14.92% | 29.61%-14.7pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,094 | $7,035-27.6% | $9,135-44.2% | $4,139+23.1% |
| Admin fee / account holder | $203 | $14,422-98.6% | $16,298-98.8% | $7,234-97.2% |