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 | $56,075 | $29,319+91.3% | $52,425+7.0% | $82,448-32.0% |
| Participation rate | 22.2% | 46.9%-24.6pp | 55.6%-33.4pp | 68.1%-45.8pp |
| Annual return | 41.45% | 535.20%-493.7pp | 302.12%-260.7pp | 41.64%-0.2pp |
| Employer contribution / active EE | $386 | $586-34.2% | $914-57.8% | $2,551-84.9% |
| Participant deferral / active EE | $1,725 | $1,171+47.3% | $1,790-3.6% | $4,139-58.3% |
| Admin fee / account holder | $20 | $1,962-99.0% | $2,495-99.2% | $7,234-99.7% |