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 | $161,827 | $81,460+98.7% | $103,333+56.6% | $80,856+100.1% |
| Participation rate | 26.4% | 66.8%-40.4pp | 74.5%-48.1pp | 67.6%-41.2pp |
| Annual return | 17.18% | 25.55%-8.4pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,784 | $3,869-53.9% | $5,057-64.7% | $4,296-58.5% |
| Admin fee / account holder | $13 | $6,566-99.8% | $8,355-99.8% | $6,918-99.8% |