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 | $123,872 | $157,256-21.2% | $141,162-12.2% | $152,861-19.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 15.10% | 64.32%-49.2pp | 71.39%-56.3pp | 345.32%-330.2pp |
| Employer contribution / active EE | $3,418 | $5,261-35.0% | $4,735-27.8% | $4,762-28.2% |
| Participant deferral / active EE | $5,901 | $7,109-17.0% | $6,709-12.0% | $5,850+0.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |