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 | $38,832 | $89,753-56.7% | $107,525-63.9% | $84,808-54.2% |
| Participation rate | 58.6% | 68.1%-9.4pp | 75.1%-16.5pp | 68.3%-9.7pp |
| Annual return | 21.97% | 29.48%-7.5pp | 181.32%-159.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,875 | $3,113-39.8% | $3,754-50.0% | $2,631-28.7% |
| Participant deferral / active EE | $4,394 | $4,056+8.3% | $5,116-14.1% | $4,212+4.3% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |