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 | $34,580 | $106,515-67.5% | $96,683-64.2% | $139,434-75.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 45.32% | 38.43%+6.9pp | 35.69%+9.6pp | 372.94%-327.6pp |
| Employer contribution / active EE | $1,680 | $4,103-59.0% | $3,737-55.0% | $4,751-64.6% |
| Participant deferral / active EE | $6,567 | $5,454+20.4% | $4,878+34.6% | $6,710-2.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |