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 | $64,206 | $56,114+14.4% | $96,139-33.2% | $85,850-25.2% |
| Participation rate | 63.3% | 56.7%+6.6pp | 68.4%-5.1pp | 69.3%-6.0pp |
| Annual return | 14.13% | 42.30%-28.2pp | 191.94%-177.8pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,113 | $1,620+30.5% | $2,797-24.4% | $2,565-17.6% |
| Participant deferral / active EE | $2,989 | $2,859+4.5% | $4,349-31.3% | $3,952-24.4% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |