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 | $39,524 | $99,032-60.1% | $80,019-50.6% | $135,375-70.8% |
| Participation rate | 40.9% | 78.4%-37.4pp | 75.8%-34.9pp | 82.6%-41.7pp |
| Annual return | -7.05% | 15.39%-22.4pp | 11.22%-18.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $565 | $3,043-81.4% | $2,468-77.1% | $4,779-88.2% |
| Participant deferral / active EE | $2,786 | $4,282-34.9% | $3,686-24.4% | $5,609-50.3% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |