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 | $143,697 | $105,126+36.7% | $94,646+51.8% | $139,434+3.1% |
| Participation rate | 13.3% | 82.4%-69.0pp | 80.8%-67.5pp | 80.3%-67.0pp |
| Annual return | 15.04% | 38.03%-23.0pp | 156.71%-141.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,803 | $7,599-50.0% | $7,418-48.7% | $6,710-43.3% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |