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 10-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 | $44,021 | $103,949-57.7% | $69,182-36.4% | $273,961-83.9% |
| Participation rate | 28.6% | 67.4%-38.8pp | 55.1%-26.5pp | 83.0%-54.4pp |
| Annual return | 18.58% | 35.28%-16.7pp | -21.93%+40.5pp | 41.45%-22.9pp |
| Employer contribution / active EE | $829 | $1,783-53.5% | $1,206-31.3% | $4,869-83.0% |
| Participant deferral / active EE | $9,245 | $2,716+240.3% | $1,897+387.4% | $5,287+74.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |