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 | $77,369 | $177,572-56.4% | $154,803-50.0% | $142,382-45.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 47.23% | 65.07%-17.8pp | 58.88%-11.7pp | 217.08%-169.8pp |
| Employer contribution / active EE | $1,612 | $4,810-66.5% | $4,305-62.6% | $4,299-62.5% |
| Participant deferral / active EE | $3,760 | $6,272-40.0% | $5,540-32.1% | $6,507-42.2% |
| Admin fee / account holder | $170 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |