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 5-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 | $37,624 | $57,541-34.6% | $95,745-60.7% | $75,163-49.9% |
| Participation rate | 36.0% | 62.5%-26.5pp | 72.3%-36.3pp | 67.2%-31.2pp |
| Annual return | 37.83% | 34.93%+2.9pp | 28.35%+9.5pp | 160.62%-122.8pp |
| Employer contribution / active EE | $1,113 | $1,808-38.4% | $2,835-60.7% | $2,670-58.3% |
| Participant deferral / active EE | $2,391 | $3,074-22.2% | $4,245-43.7% | $4,125-42.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |