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 | $102,250 | $116,175-12.0% | $93,606+9.2% | $152,861-33.1% |
| Participation rate | 46.7% | 78.0%-31.4pp | 75.8%-29.2pp | 82.4%-35.8pp |
| Annual return | 23.02% | 35.96%-12.9pp | 32.76%-9.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,893 | $4,603-58.9% | $4,069-53.5% | $5,850-67.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |