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 | $57,126 | $118,427-51.8% | $66,042-13.5% | $142,382-59.9% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 15.17% | 35.57%-20.4pp | 52.11%-36.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $873 | $2,570-66.0% | $1,579-44.7% | $4,299-79.7% |
| Participant deferral / active EE | $4,250 | $4,311-1.4% | $2,835+49.9% | $6,507-34.7% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |