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 | $31,918 | $157,256-79.7% | $141,162-77.4% | $152,861-79.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 51.12% | 64.32%-13.2pp | 71.39%-20.3pp | 345.32%-294.2pp |
| Employer contribution / active EE | $3,048 | $5,261-42.1% | $4,735-35.6% | $4,762-36.0% |
| Participant deferral / active EE | $8,709 | $7,109+22.5% | $6,709+29.8% | $5,850+48.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |