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 9-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 | $132,184 | $118,680+11.4% | $98,907+33.6% | $158,922-16.8% |
| Participation rate | 53.3% | 77.8%-24.5pp | 76.0%-22.7pp | 82.0%-28.6pp |
| Annual return | 6.53% | 372.35%-365.8pp | 196.43%-189.9pp | 302.83%-296.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,806 | $5,088-64.5% | $4,244-57.5% | $5,982-69.8% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |