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 | $156,648 | $118,450+32.2% | $98,439+59.1% | $139,434+12.3% |
| Participation rate | 47.8% | 77.4%-29.6pp | 75.2%-27.3pp | 80.3%-32.5pp |
| Annual return | 13.95% | 18.94%-5.0pp | 21.16%-7.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,127 | $5,392-60.6% | $4,738-55.1% | $6,710-68.3% |
| Admin fee / account holder | $11 | $14,026-99.9% | $8,948-99.9% | $11,403-99.9% |