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 10-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 | $74,083 | $69,010+7.4% | $159,960-53.7% | $68,494+8.2% |
| Participation rate | 36.4% | 65.4%-29.0pp | 78.0%-41.6pp | 67.9%-31.5pp |
| Annual return | -12.90% | -9.65%-3.3pp | 408.60%-421.5pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,333 | $2,213-39.8% | $4,226-68.5% | $2,596-48.7% |
| Participant deferral / active EE | $2,055 | $4,212-51.2% | $6,182-66.8% | $4,027-49.0% |
| Admin fee / account holder | $9 | $4,798-99.8% | $8,698-99.9% | $5,403-99.8% |