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 5-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 | $136,160 | $45,863+196.9% | $77,024+76.8% | $68,494+98.8% |
| Participation rate | 3.3% | 55.9%-52.6pp | 67.9%-64.6pp | 67.9%-64.6pp |
| Annual return | -19.79% | 1.72%-21.5pp | 42.32%-62.1pp | -7.84%-12.0pp |
| Employer contribution / active EE | $422 | $1,650-74.4% | $2,812-85.0% | $2,596-83.8% |
| Participant deferral / active EE | $996 | $2,962-66.4% | $4,426-77.5% | $4,027-75.3% |
| Admin fee / account holder | $14 | $3,041-99.5% | $5,425-99.7% | $5,403-99.7% |