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 | $77,256 | $127,386-39.4% | $115,037-32.8% | $125,391-38.4% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -1.39% | 31.28%-32.7pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,486 | $5,166-71.2% | $4,608-67.7% | $4,866-69.5% |
| Participant deferral / active EE | $3,291 | $6,423-48.8% | $6,026-45.4% | $5,352-38.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |