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 8-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 | $30,623 | $72,277-57.6% | $101,248-69.8% | $79,858-61.7% |
| Participation rate | 53.7% | 68.5%-14.8pp | 75.8%-22.1pp | 69.6%-16.0pp |
| Annual return | 26.25% | 22.30%+4.0pp | 46.47%-20.2pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,699 | $2,692-36.9% | $3,660-53.6% | $2,471-31.2% |
| Participant deferral / active EE | $4,399 | $3,282+34.0% | $4,370+0.6% | $3,740+17.6% |
| Admin fee / account holder | $298 | $4,400-93.2% | $5,945-95.0% | $5,306-94.4% |