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 | $134,002 | $95,971+39.6% | $74,550+79.7% | $135,375-1.0% |
| Participation rate | 16.7% | 75.7%-59.0pp | 69.1%-52.5pp | 82.6%-66.0pp |
| Annual return | 2.31% | 56.96%-54.7pp | 32.53%-30.2pp | 519.73%-517.4pp |
| Employer contribution / active EE | $637 | $2,716-76.6% | $1,961-67.5% | $4,779-86.7% |
| Participant deferral / active EE | $3,583 | $3,843-6.8% | $3,108+15.3% | $5,609-36.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |