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 | $56,686 | $124,425-54.4% | $112,040-49.4% | $137,256-58.7% |
| Participation rate | 27.3% | 79.3%-52.0pp | 76.5%-49.2pp | 80.0%-52.7pp |
| Annual return | 26.55% | 24.72%+1.8pp | 24.52%+2.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $4,631 | $3,411+35.8% | $2,954+56.8% | $4,156+11.4% |
| Participant deferral / active EE | $2,407 | $5,718-57.9% | $5,098-52.8% | $6,407-62.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |