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 | $225,546 | $176,377+27.9% | $134,143+68.1% | $158,922+41.9% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 345.17% | 63.63%+281.5pp | 36.33%+308.8pp | 302.83%+42.3pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $11 | $8,718-99.9% | $6,684-99.8% | $11,246-99.9% |