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 6-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 | $48,040 | $49,922-3.8% | $80,569-40.4% | $75,163-36.1% |
| Participation rate | 39.3% | 55.3%-16.0pp | 67.0%-27.7pp | 67.2%-27.8pp |
| Annual return | 15.91% | 34.69%-18.8pp | 935.43%-919.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,787 | $1,698+5.2% | $2,723-34.4% | $2,670-33.1% |
| Participant deferral / active EE | $2,850 | $2,990-4.7% | $4,447-35.9% | $4,125-30.9% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |