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 6-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 | $32,134 | $27,641+16.3% | $61,373-47.6% | $68,494-53.1% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -15.14% | -13.24%-1.9pp | 338.61%-353.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $579 | $695-16.7% | $1,159-50.1% | $2,596-77.7% |
| Participant deferral / active EE | $1,584 | $1,263+25.4% | $2,125-25.4% | $4,027-60.7% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |