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 | $81,704 | $93,024-12.2% | $77,024+6.1% | $134,475-39.2% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -16.80% | 62.60%-79.4pp | 42.32%-59.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,403 | $5,238-54.1% | $4,426-45.7% | $6,400-62.5% |
| Admin fee / account holder | $125 | $6,944-98.2% | $5,425-97.7% | $11,426-98.9% |