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 3-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 | $33,888 | $107,452-68.5% | $91,541-63.0% | $142,382-76.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 17.76% | 22.06%-4.3pp | 20.50%-2.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $867 | $2,994-71.1% | $2,505-65.4% | $4,299-79.8% |
| Participant deferral / active EE | $867 | $4,754-81.8% | $4,008-78.4% | $6,507-86.7% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |