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 | $33,571 | $117,841-71.5% | $102,423-67.2% | $145,922-77.0% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 44.83% | 31.65%+13.2pp | 29.32%+15.5pp | 561.29%-516.5pp |
| Employer contribution / active EE | $1,638 | $3,615-54.7% | $3,023-45.8% | $4,660-64.8% |
| Participant deferral / active EE | $1,792 | $5,731-68.7% | $5,053-64.5% | $6,688-73.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |