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 | $58,771 | $110,257-46.7% | $96,544-39.1% | $139,434-57.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 26.79% | 26.32%+0.5pp | 25.84%+0.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $2,743 | $3,620-24.2% | $2,965-7.5% | $4,751-42.3% |
| Participant deferral / active EE | $9,000 | $5,548+62.2% | $4,851+85.5% | $6,710+34.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |