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 7-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 | $137,642 | $116,175+18.5% | $93,606+47.0% | $152,861-10.0% |
| Participation rate | 62.5% | 78.0%-15.5pp | 75.8%-13.3pp | 82.4%-19.9pp |
| Annual return | 16.63% | 35.96%-19.3pp | 32.76%-16.1pp | 345.32%-328.7pp |
| Employer contribution / active EE | $888 | $3,218-72.4% | $2,718-67.3% | $4,762-81.4% |
| Participant deferral / active EE | $3,034 | $4,603-34.1% | $4,069-25.4% | $5,850-48.1% |
| Admin fee / account holder | $200 | $10,748-98.1% | $7,888-97.5% | $11,596-98.3% |