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 8-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 | $24,864 | $89,355-72.2% | $141,162-82.4% | $72,985-65.9% |
| Participation rate | 52.3% | 75.1%-22.8pp | 82.5%-30.2pp | 69.5%-17.2pp |
| Annual return | 30.16% | 111.85%-81.7pp | 71.39%-41.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $1,693 | $3,114-45.6% | $4,735-64.2% | $2,440-30.6% |
| Participant deferral / active EE | $5,156 | $5,418-4.8% | $6,709-23.1% | $3,607+42.9% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |