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 | $127,065 | $99,652+27.5% | $78,778+61.3% | $147,584-13.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 8.41% | 47.28%-38.9pp | 35.62%-27.2pp | 578.55%-570.1pp |
| Employer contribution / active EE | $701 | $2,796-74.9% | $1,986-64.7% | $4,876-85.6% |
| Participant deferral / active EE | $748 | $3,664-79.6% | $2,958-74.7% | $5,439-86.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |