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 | $88,800 | $76,000+16.8% | $154,107-42.4% | $64,186+38.3% |
| Participation rate | 40.7% | 70.4%-29.7pp | 83.0%-42.3pp | 69.6%-28.8pp |
| Annual return | -7.73% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,165 | $3,351-65.2% | $5,298-78.0% | $2,381-51.1% |
| Participant deferral / active EE | $2,191 | $3,175-31.0% | $5,081-56.9% | $3,470-36.9% |
| Admin fee / account holder | $22 | $5,596-99.6% | $13,411-99.8% | $4,888-99.6% |