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 | $60,251 | $100,773-40.2% | $88,946-32.3% | $142,382-57.7% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.8%-48.8pp | 80.1%-60.1pp |
| Annual return | 24.27% | 70.18%-45.9pp | 57.82%-33.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $988 | $2,918-66.1% | $2,555-61.3% | $4,299-77.0% |
| Participant deferral / active EE | $1,807 | $5,230-65.4% | $4,581-60.6% | $6,507-72.2% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |