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 | $129,802 | $226,064-42.6% | $182,532-28.9% | $152,861-15.1% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.0%-32.5pp | 82.4%-37.0pp |
| Annual return | 19.54% | 192.51%-173.0pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,422 | $4,978-71.4% | $4,076-65.1% | $4,762-70.1% |
| Participant deferral / active EE | $2,086 | $6,368-67.2% | $5,524-62.2% | $5,850-64.3% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |