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 | $190,032 | $100,773+88.6% | $88,946+113.7% | $142,382+33.5% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 16.82% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $339 | $2,918-88.4% | $2,555-86.7% | $4,299-92.1% |
| Participant deferral / active EE | $4,179 | $5,230-20.1% | $4,581-8.8% | $6,507-35.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |