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 | $112,457 | $99,079+13.5% | $77,999+44.2% | $273,961-59.0% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.5%-10.8pp | 83.0%-18.3pp |
| Annual return | 7.80% | 217.93%-210.1pp | 425.96%-418.2pp | 41.45%-33.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,296 | $4,306-0.2% | $3,497+22.9% | $5,287-18.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |