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 | $131,111 | $59,805+119.2% | $79,550+64.8% | $68,494+91.4% |
| Participation rate | 44.2% | 61.1%-16.9pp | 69.5%-25.3pp | 67.9%-23.7pp |
| Annual return | -17.01% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,741 | $1,505+15.7% | $2,413-27.8% | $2,596-32.9% |
| Participant deferral / active EE | $5,160 | $3,024+70.6% | $3,985+29.5% | $4,027+28.1% |
| Admin fee / account holder | $21 | $4,835-99.6% | $6,832-99.7% | $5,403-99.6% |