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 | $198,434 | $168,632+17.7% | $147,614+34.4% | $125,391+58.3% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -3.09% | 77.65%-80.7pp | 61.98%-65.1pp | 282.22%-285.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |