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 | $118,687 | $90,503+31.1% | $78,689+50.8% | $273,961-56.7% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 399.88% | 75.60%+324.3pp | 62.18%+337.7pp | 41.45%+358.4pp |
| Employer contribution / active EE | $496 | $3,176-84.4% | $2,851-82.6% | $4,869-89.8% |
| Participant deferral / active EE | $16,900 | $3,901+333.2% | $3,517+380.5% | $5,287+219.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |