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 | $13,025 | $27,915-53.3% | $58,482-77.7% | $75,163-82.7% |
| Participation rate | 36.4% | 38.8%-2.5pp | 50.9%-14.5pp | 67.2%-30.8pp |
| Annual return | 22.28% | 44.20%-21.9pp | 4239.32%-4217.0pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,597 | $669+138.7% | $1,053+51.7% | $2,670-40.2% |
| Participant deferral / active EE | $2,093 | $1,201+74.3% | $1,924+8.8% | $4,125-49.3% |
| Admin fee / account holder | $273 | $1,726-84.2% | $2,516-89.2% | $5,651-95.2% |