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 | $52,058 | $30,732+69.4% | $59,496-12.5% | $59,632-12.7% |
| Participation rate | 44.0% | 43.2%+0.8pp | 54.6%-10.6pp | 68.7%-24.7pp |
| Annual return | 0.30% | 4.47%-4.2pp | 182.05%-181.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $552 | $631-12.4% | $1,153-52.1% | $2,203-74.9% |
| Participant deferral / active EE | $2,439 | $1,183+106.2% | $1,829+33.3% | $3,192-23.6% |
| Admin fee / account holder | $277 | $2,136-87.0% | $2,232-87.6% | $4,297-93.5% |