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 5-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 | $91,508 | $90,348+1.3% | $75,972+20.4% | $145,922-37.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 23.30% | 620.88%-597.6pp | 359.55%-336.2pp | 561.29%-538.0pp |
| Employer contribution / active EE | $921 | $3,311-72.2% | $2,685-65.7% | $4,660-80.2% |
| Participant deferral / active EE | $4,003 | $5,162-22.5% | $4,255-5.9% | $6,688-40.1% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |