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 | $59,393 | $76,407-22.3% | $150,298-60.5% | $82,448-28.0% |
| Participation rate | 16.0% | 66.4%-50.4pp | 77.8%-61.8pp | 68.1%-52.1pp |
| Annual return | 19.75% | 39.99%-20.2pp | 62.79%-43.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $674 | $2,614-74.2% | $4,154-83.8% | $2,551-73.6% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |