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 | $113,643 | $93,373+21.7% | $152,466-25.5% | $85,850+32.4% |
| Participation rate | 23.3% | 70.1%-46.8pp | 78.2%-54.9pp | 69.3%-46.1pp |
| Annual return | 11.54% | 21.84%-10.3pp | 757.33%-745.8pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,009 | $2,996-66.3% | $4,327-76.7% | $2,565-60.7% |
| Participant deferral / active EE | $1,999 | $4,550-56.1% | $5,820-65.7% | $3,952-49.4% |
| Admin fee / account holder | $0 | $13,853-100.0% | $15,805-100.0% | $6,260-100.0% |