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 | $148,140 | $106,515+39.1% | $96,683+53.2% | $139,434+6.2% |
| Participation rate | 45.0% | 77.8%-32.8pp | 74.3%-29.3pp | 80.3%-35.3pp |
| Annual return | 14.06% | 38.43%-24.4pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,928 | $4,103-53.0% | $3,737-48.4% | $4,751-59.4% |
| Participant deferral / active EE | $3,940 | $5,454-27.8% | $4,878-19.2% | $6,710-41.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |