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 | $110,492 | $116,175-4.9% | $93,606+18.0% | $152,861-27.7% |
| Participation rate | 63.2% | 78.0%-14.9pp | 75.8%-12.7pp | 82.4%-19.3pp |
| Annual return | 18.73% | 35.96%-17.2pp | 32.76%-14.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,411 | $4,603-47.6% | $4,069-40.7% | $5,850-58.8% |
| Admin fee / account holder | $13 | $10,748-99.9% | $7,888-99.8% | $11,596-99.9% |