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 | $44,891 | $111,754-59.8% | $103,333-56.6% | $145,922-69.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 37.24% | 24.77%+12.5pp | 24.88%+12.4pp | 561.29%-524.0pp |
| Employer contribution / active EE | $8,849 | $4,212+110.1% | $3,868+128.8% | $4,660+89.9% |
| Participant deferral / active EE | $6,024 | $5,619+7.2% | $5,057+19.1% | $6,688-9.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |