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 | $102,151 | $96,956+5.4% | $70,014+45.9% | $273,961-62.7% |
| Participation rate | 40.0% | 77.1%-37.1pp | 71.8%-31.8pp | 83.0%-43.0pp |
| Annual return | 10.12% | 12.93%-2.8pp | 12.99%-2.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $586 | $3,316-82.3% | $2,338-74.9% | $4,869-88.0% |
| Participant deferral / active EE | $5,291 | $3,744+41.3% | $2,931+80.6% | $5,287+0.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |