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 | $177,614 | $149,734+18.6% | $118,925+49.3% | $158,922+11.8% |
| Participation rate | 25.0% | 82.1%-57.1pp | 75.4%-50.4pp | 82.0%-57.0pp |
| Annual return | 15.40% | 19.95%-4.5pp | 35.88%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $865 | $4,115-79.0% | $3,263-73.5% | $4,761-81.8% |
| Participant deferral / active EE | $6,500 | $5,223+24.4% | $4,265+52.4% | $5,982+8.7% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |