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 | $158,176 | $85,202+85.6% | $172,739-8.4% | $72,985+116.7% |
| Participation rate | 48.4% | 70.1%-21.7pp | 82.6%-34.3pp | 69.5%-21.1pp |
| Annual return | 25.47% | 27.32%-1.9pp | 802.84%-777.4pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,542 | $3,324-23.5% | $5,143-50.6% | $2,440+4.2% |
| Participant deferral / active EE | $4,635 | $3,260+42.2% | $5,198-10.8% | $3,607+28.5% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |