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 | $37,192 | $77,896-52.3% | $134,172-72.3% | $82,448-54.9% |
| Participation rate | 47.1% | 62.8%-15.7pp | 72.5%-25.4pp | 68.1%-21.0pp |
| Annual return | 19.21% | 18.21%+1.0pp | 25.30%-6.1pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,470 | $2,159-31.9% | $3,420-57.0% | $2,551-42.4% |
| Participant deferral / active EE | $4,325 | $3,162+36.8% | $4,690-7.8% | $4,139+4.5% |
| Admin fee / account holder | $0 | $6,336-100.0% | $12,016-100.0% | $7,234-100.0% |