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 6-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 | $35,098 | $101,724-65.5% | $164,813-78.7% | $80,856-56.6% |
| Participation rate | 47.5% | 71.8%-24.3pp | 78.6%-31.1pp | 67.6%-20.1pp |
| Annual return | 14.52% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,508 | $2,953-48.9% | $4,341-65.2% | $2,755-45.2% |
| Participant deferral / active EE | $4,146 | $4,477-7.4% | $6,031-31.3% | $4,296-3.5% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |