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 | $114,817 | $99,652+15.2% | $78,778+45.7% | $147,584-22.2% |
| Participation rate | 43.5% | 76.2%-32.8pp | 69.2%-25.7pp | 82.8%-39.4pp |
| Annual return | 20.49% | 47.28%-26.8pp | 35.62%-15.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $665 | $2,796-76.2% | $1,986-66.5% | $4,876-86.4% |
| Participant deferral / active EE | $2,287 | $3,664-37.6% | $2,958-22.7% | $5,439-57.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |