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 | $55,198 | $86,929-36.5% | $102,423-46.1% | $80,856-31.7% |
| Participation rate | 43.6% | 72.4%-28.8pp | 76.5%-32.9pp | 67.6%-24.0pp |
| Annual return | 13.29% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,287 | $2,369-3.5% | $3,023-24.4% | $2,755-17.0% |
| Participant deferral / active EE | $4,581 | $4,118+11.2% | $5,053-9.3% | $4,296+6.6% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |