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 | $120,153 | $104,907+14.5% | $84,611+42.0% | $152,861-21.4% |
| Participation rate | 15.4% | 74.8%-59.4pp | 68.2%-52.8pp | 82.4%-67.1pp |
| Annual return | 31.56% | 373.79%-342.2pp | 258.74%-227.2pp | 345.32%-313.8pp |
| Employer contribution / active EE | $946 | $3,302-71.3% | $2,652-64.3% | $4,762-80.1% |
| Participant deferral / active EE | $2,923 | $4,688-37.6% | $3,899-25.0% | $5,850-50.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |