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 | $97,476 | $103,376-5.7% | $87,100+11.9% | $152,861-36.2% |
| Participation rate | 38.5% | 79.3%-40.9pp | 76.9%-38.4pp | 82.4%-44.0pp |
| Annual return | 16.03% | 28.10%-12.1pp | 28.19%-12.2pp | 345.32%-329.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,525 | $4,778-68.1% | $4,049-62.3% | $5,850-73.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |