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 | $78,151 | $111,535-29.9% | $105,223-25.7% | $137,256-43.1% |
| Participation rate | 23.5% | 78.1%-54.6pp | 75.0%-51.5pp | 80.0%-56.4pp |
| Annual return | 24.45% | 237.85%-213.4pp | 180.65%-156.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,122 | $3,939-71.5% | $3,689-69.6% | $4,156-73.0% |
| Participant deferral / active EE | $2,537 | $5,500-53.9% | $5,072-50.0% | $6,407-60.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |