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 3-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 | $45,657 | $109,904-58.5% | $97,167-53.0% | $145,959-68.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 9.87% | 243.43%-233.6pp | 75.27%-65.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $873 | $3,084-71.7% | $2,729-68.0% | $4,661-81.3% |
| Participant deferral / active EE | $6,783 | $4,676+45.1% | $4,264+59.1% | $6,689+1.4% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |