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 | $210,638 | $232,540-9.4% | $185,117+13.8% | $147,584+42.7% |
| Participation rate | 26.1% | 82.4%-56.3pp | 77.3%-51.2pp | 82.8%-56.7pp |
| Annual return | 18.98% | 43.03%-24.1pp | 40.50%-21.5pp | 578.55%-559.6pp |
| Employer contribution / active EE | $478 | $5,195-90.8% | $4,182-88.6% | $4,876-90.2% |
| Participant deferral / active EE | $2,820 | $5,834-51.7% | $5,045-44.1% | $5,439-48.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |