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 | $98,356 | $80,717+21.9% | $154,803-36.5% | $84,808+16.0% |
| Participation rate | 30.8% | 66.8%-36.0pp | 78.1%-47.3pp | 68.3%-37.5pp |
| Annual return | 19.94% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,775 | $3,303+14.3% | $5,540-31.9% | $4,212-10.4% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |