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 9-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 | $41,681 | $72,277-42.3% | $101,248-58.8% | $79,858-47.8% |
| Participation rate | 32.1% | 68.5%-36.3pp | 75.8%-43.7pp | 69.6%-37.5pp |
| Annual return | 13.62% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,099 | $2,692-59.2% | $3,660-70.0% | $2,471-55.5% |
| Participant deferral / active EE | $2,055 | $3,282-37.4% | $4,370-53.0% | $3,740-45.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |