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 | $108,320 | $95,561+13.4% | $77,163+40.4% | $139,434-22.3% |
| Participation rate | 38.9% | 73.9%-35.1pp | 69.6%-30.7pp | 80.3%-41.4pp |
| Annual return | 12.89% | 54.92%-42.0pp | 37.87%-25.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $884 | $3,147-71.9% | $2,535-65.1% | $4,751-81.4% |
| Participant deferral / active EE | $1,271 | $4,624-72.5% | $3,833-66.9% | $6,710-81.1% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |