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 | $99,173 | $110,257-10.1% | $96,544+2.7% | $139,434-28.9% |
| Participation rate | 43.8% | 78.1%-34.3pp | 76.0%-32.2pp | 80.3%-36.6pp |
| Annual return | 14.75% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,923 | $5,548-65.3% | $4,851-60.4% | $6,710-71.3% |
| Admin fee / account holder | $8 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |