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 | $139,602 | $112,729+23.8% | $98,716+41.4% | $137,256+1.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 18.75% | 38.48%-19.7pp | 31.81%-13.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,289 | $2,725-52.7% | $2,279-43.4% | $4,156-69.0% |
| Participant deferral / active EE | $10,900 | $4,640+134.9% | $4,048+169.3% | $6,407+70.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |