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 | $49,593 | $74,927-33.8% | $101,794-51.3% | $84,808-41.5% |
| Participation rate | 14.8% | 61.4%-46.6pp | 69.2%-54.4pp | 68.3%-53.5pp |
| Annual return | 19.82% | 18.70%+1.1pp | 30.53%-10.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $633 | $1,522-58.4% | $2,289-72.3% | $2,631-75.9% |
| Participant deferral / active EE | $1,464 | $3,099-52.8% | $4,084-64.1% | $4,212-65.2% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |