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 | $28,535 | $58,208-51.0% | $81,812-65.1% | $80,856-64.7% |
| Participation rate | 12.2% | 63.4%-51.2pp | 72.3%-60.1pp | 67.6%-55.4pp |
| Annual return | 20.26% | 41.66%-21.4pp | 773.79%-753.5pp | 35.59%-15.3pp |
| Employer contribution / active EE | $287 | $2,340-87.7% | $2,912-90.1% | $2,755-89.6% |
| Participant deferral / active EE | $966 | $3,281-70.6% | $4,319-77.6% | $4,296-77.5% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |