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 | $200,796 | $228,332-12.1% | $185,823+8.1% | $158,922+26.3% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 18.42% | 40.80%-22.4pp | 35.95%-17.5pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,042 | $4,967-58.9% | $4,087-50.0% | $4,761-57.1% |
| Participant deferral / active EE | $2,900 | $6,415-54.8% | $5,632-48.5% | $5,982-51.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |