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 | $102,503 | $32,117+219.2% | $71,086+44.2% | $64,186+59.7% |
| Participation rate | 12.0% | 42.7%-30.7pp | 54.7%-42.7pp | 69.6%-57.6pp |
| Annual return | -6.07% | -5.57%-0.5pp | 650.59%-656.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $251 | $712-64.7% | $1,088-76.9% | $2,381-89.4% |
| Participant deferral / active EE | $1,960 | $1,263+55.2% | $1,874+4.6% | $3,470-43.5% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |