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 | $52,393 | $45,863+14.2% | $77,024-32.0% | $68,494-23.5% |
| Participation rate | 8.8% | 55.9%-47.1pp | 67.9%-59.1pp | 67.9%-59.1pp |
| Annual return | -18.41% | 1.72%-20.1pp | 42.32%-60.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $271 | $1,650-83.6% | $2,812-90.4% | $2,596-89.6% |
| Participant deferral / active EE | $875 | $2,962-70.5% | $4,426-80.2% | $4,027-78.3% |
| Admin fee / account holder | $241 | $3,041-92.1% | $5,425-95.6% | $5,403-95.5% |