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 | $105,152 | $108,919-3.5% | $100,391+4.7% | $145,922-27.9% |
| Participation rate | 14.3% | 82.9%-68.6pp | 81.5%-67.2pp | 80.3%-66.0pp |
| Annual return | 16.38% | 57.88%-41.5pp | 49.20%-32.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $154 | $9,689-98.4% | $7,899-98.0% | $13,397-98.8% |