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 | $106,169 | $118,427-10.4% | $66,042+60.8% | $142,382-25.4% |
| Participation rate | 25.0% | 68.1%-43.1pp | 67.5%-42.5pp | 80.1%-55.1pp |
| Annual return | 56.83% | 35.57%+21.3pp | 52.11%+4.7pp | 217.08%-160.2pp |
| Employer contribution / active EE | $290 | $2,570-88.7% | $1,579-81.6% | $4,299-93.2% |
| Participant deferral / active EE | $541 | $4,311-87.5% | $2,835-80.9% | $6,507-91.7% |
| Admin fee / account holder | $13 | $9,593-99.9% | $5,747-99.8% | $12,624-99.9% |