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 | $116,685 | $102,966+13.3% | $90,281+29.2% | $152,861-23.7% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.4%-35.1pp |
| Annual return | 27.38% | 95.16%-67.8pp | 78.10%-50.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $187 | $3,139-94.1% | $2,854-93.5% | $4,762-96.1% |
| Participant deferral / active EE | $1,768 | $4,281-58.7% | $3,885-54.5% | $5,850-69.8% |
| Admin fee / account holder | $1 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |