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 | $34,401 | $81,248-57.7% | $155,509-77.9% | $80,856-57.5% |
| Participation rate | 59.0% | 66.2%-7.3pp | 78.2%-19.2pp | 67.6%-8.7pp |
| Annual return | 2216.96% | 33.31%+2183.6pp | 64.67%+2152.3pp | 35.59%+2181.4pp |
| Employer contribution / active EE | $883 | $3,100-71.5% | $4,672-81.1% | $2,755-67.9% |
| Participant deferral / active EE | $2,886 | $3,452-16.4% | $5,626-48.7% | $4,296-32.8% |
| Admin fee / account holder | $291 | $7,997-96.4% | $15,912-98.2% | $6,918-95.8% |