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 | $38,900 | $29,667+31.1% | $56,441-31.1% | $80,874-51.9% |
| Participation rate | 20.6% | 41.7%-21.1pp | 52.5%-31.9pp | 67.6%-47.1pp |
| Annual return | 13.00% | 35.22%-22.2pp | 1704.21%-1691.2pp | 35.62%-22.6pp |
| Employer contribution / active EE | $300 | $669-55.2% | $1,039-71.1% | $2,756-89.1% |
| Participant deferral / active EE | $1,378 | $1,227+12.4% | $1,953-29.4% | $4,297-67.9% |
| Admin fee / account holder | $20 | $2,429-99.2% | $2,829-99.3% | $6,935-99.7% |