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 | $160,717 | $88,672+81.2% | $105,223+52.7% | $82,448+94.9% |
| Participation rate | 35.9% | 67.9%-32.0pp | 75.0%-39.1pp | 68.1%-32.2pp |
| Annual return | 14.78% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $922 | $3,048-69.8% | $3,689-75.0% | $2,551-63.9% |
| Participant deferral / active EE | $3,112 | $4,036-22.9% | $5,072-38.6% | $4,139-24.8% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |