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 | $106,541 | $99,877+6.7% | $84,966+25.4% | $145,922-27.0% |
| Participation rate | 15.8% | 74.1%-58.3pp | 67.5%-51.7pp | 80.3%-64.5pp |
| Annual return | 18.20% | 83.76%-65.6pp | 66.38%-48.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $513 | $3,231-84.1% | $2,727-81.2% | $4,660-89.0% |
| Participant deferral / active EE | $2,736 | $5,291-48.3% | $4,519-39.5% | $6,688-59.1% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |