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 | $120,342 | $102,966+16.9% | $90,281+33.3% | $152,861-21.3% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.4%-36.3pp |
| Annual return | 28.54% | 95.16%-66.6pp | 78.10%-49.6pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,302 | $3,139-58.5% | $2,854-54.4% | $4,762-72.7% |
| Participant deferral / active EE | $3,124 | $4,281-27.0% | $3,885-19.6% | $5,850-46.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |