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 5-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 | $105,872 | $106,515-0.6% | $96,683+9.5% | $139,434-24.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 41.15% | 38.43%+2.7pp | 35.69%+5.5pp | 372.94%-331.8pp |
| Employer contribution / active EE | $936 | $4,103-77.2% | $3,737-75.0% | $4,751-80.3% |
| Participant deferral / active EE | $15,000 | $5,454+175.0% | $4,878+207.5% | $6,710+123.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |