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 | $37,705 | $86,929-56.6% | $102,423-63.2% | $80,856-53.4% |
| Participation rate | 25.0% | 72.4%-47.4pp | 76.5%-51.5pp | 67.6%-42.6pp |
| Annual return | 51.40% | 18.88%+32.5pp | 29.32%+22.1pp | 35.59%+15.8pp |
| Employer contribution / active EE | $987 | $2,369-58.4% | $3,023-67.4% | $2,755-64.2% |
| Participant deferral / active EE | $2,326 | $4,118-43.5% | $5,053-54.0% | $4,296-45.9% |
| Admin fee / account holder | $16 | $8,049-99.8% | $9,451-99.8% | $6,918-99.8% |