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 4-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 | $34,175 | $106,515-67.9% | $96,683-64.7% | $139,434-75.5% |
| Participation rate | 26.3% | 77.8%-51.5pp | 74.3%-48.0pp | 80.3%-54.0pp |
| Annual return | 52.96% | 38.43%+14.5pp | 35.69%+17.3pp | 372.94%-320.0pp |
| Employer contribution / active EE | $951 | $4,103-76.8% | $3,737-74.5% | $4,751-80.0% |
| Participant deferral / active EE | $3,580 | $5,454-34.4% | $4,878-26.6% | $6,710-46.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |