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 | $75,860 | $114,381-33.7% | $107,525-29.4% | $142,382-46.7% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 20.56% | 242.71%-222.1pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,677 | $4,015-58.2% | $3,754-55.3% | $4,299-61.0% |
| Participant deferral / active EE | $6,488 | $5,564+16.6% | $5,116+26.8% | $6,507-0.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |