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 6-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 | $66,930 | $117,841-43.2% | $102,423-34.7% | $145,922-54.1% |
| Participation rate | 68.8% | 78.6%-9.8pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 43.14% | 31.65%+11.5pp | 29.32%+13.8pp | 561.29%-518.1pp |
| Employer contribution / active EE | $2,580 | $3,615-28.6% | $3,023-14.7% | $4,660-44.6% |
| Participant deferral / active EE | $5,601 | $5,731-2.3% | $5,053+10.9% | $6,688-16.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |