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 | $150,682 | $91,190+65.2% | $178,490-15.6% | $79,858+88.7% |
| Participation rate | 21.2% | 69.2%-48.0pp | 81.9%-60.7pp | 69.6%-48.4pp |
| Annual return | 20.33% | 24.19%-3.9pp | 151.07%-130.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $433 | $3,256-86.7% | $5,011-91.4% | $2,471-82.5% |
| Participant deferral / active EE | $909 | $3,236-71.9% | $5,202-82.5% | $3,740-75.7% |
| Admin fee / account holder | $79 | $6,751-98.8% | $13,984-99.4% | $5,306-98.5% |