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 9-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 | $98,744 | $73,867+33.7% | $143,757-31.3% | $68,494+44.2% |
| Participation rate | 32.1% | 66.7%-34.5pp | 80.3%-48.2pp | 67.9%-35.7pp |
| Annual return | -18.80% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $592 | $3,184-81.4% | $4,951-88.0% | $2,596-77.2% |
| Participant deferral / active EE | $2,025 | $3,384-40.2% | $5,637-64.1% | $4,027-49.7% |
| Admin fee / account holder | $31 | $5,755-99.5% | $14,673-99.8% | $5,403-99.4% |