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 | $104,116 | $72,277+44.1% | $101,248+2.8% | $79,858+30.4% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-33.0pp | 69.6%-26.8pp |
| Annual return | 16.66% | 22.30%-5.6pp | 46.47%-29.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $979 | $2,692-63.6% | $3,660-73.2% | $2,471-60.4% |
| Participant deferral / active EE | $3,034 | $3,282-7.6% | $4,370-30.6% | $3,740-18.9% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |