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 | $225,417 | $163,101+38.2% | $136,749+64.8% | $142,382+58.3% |
| Participation rate | 55.6% | 78.2%-22.7pp | 72.1%-16.6pp | 80.1%-24.6pp |
| Annual return | 19.02% | 27.54%-8.5pp | 24.33%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,079 | $4,117-73.8% | $3,400-68.3% | $4,299-74.9% |
| Participant deferral / active EE | $1,837 | $5,585-67.1% | $4,692-60.8% | $6,507-71.8% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |