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 | $116,962 | $105,998+10.3% | $92,233+26.8% | $147,584-20.7% |
| Participation rate | 11.1% | 80.4%-69.3pp | 76.5%-65.4pp | 82.8%-71.7pp |
| Annual return | 25.86% | 50.05%-24.2pp | 176.28%-150.4pp | 578.55%-552.7pp |
| Employer contribution / active EE | $847 | $4,333-80.5% | $3,679-77.0% | $4,876-82.6% |
| Participant deferral / active EE | $2,000 | $4,478-55.3% | $3,897-48.7% | $5,439-63.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |