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 | $107,042 | $121,625-12.0% | $104,607+2.3% | $158,922-32.6% |
| Participation rate | 12.5% | 77.5%-65.0pp | 74.1%-61.6pp | 82.0%-69.5pp |
| Annual return | 23.47% | 465.26%-441.8pp | 340.46%-317.0pp | 302.83%-279.4pp |
| Employer contribution / active EE | $526 | $3,163-83.4% | $2,681-80.4% | $4,761-89.0% |
| Participant deferral / active EE | $1,710 | $4,177-59.1% | $3,740-54.3% | $5,982-71.4% |
| Admin fee / account holder | $30 | $7,787-99.6% | $6,473-99.5% | $11,246-99.7% |