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 | $121,263 | $98,240+23.4% | $82,313+47.3% | $147,584-17.8% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 17.20% | 30.85%-13.7pp | 25.88%-8.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,355 | $4,383+67.8% | $3,706+98.4% | $5,439+35.2% |
| Admin fee / account holder | $8 | $8,563-99.9% | $5,608-99.9% | $10,885-99.9% |