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 | $136,742 | $118,849+15.1% | $96,562+41.6% | $167,490-18.4% |
| Participation rate | 68.4% | 75.5%-7.1pp | 69.8%-1.4pp | 82.1%-13.7pp |
| Annual return | 15.89% | 50.49%-34.6pp | 37.78%-21.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $5,775 | $3,120+85.1% | $2,356+145.1% | $4,837+19.4% |
| Participant deferral / active EE | $3,225 | $4,616-30.1% | $3,849-16.2% | $6,341-49.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |