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 | $86,397 | $117,983-26.8% | $101,794-15.1% | $142,382-39.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 21.06% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $799 | $2,773-71.2% | $2,289-65.1% | $4,299-81.4% |
| Participant deferral / active EE | $9,382 | $4,714+99.0% | $4,084+129.7% | $6,507+44.2% |
| Admin fee / account holder | $173 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |