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 | $71,733 | $82,032-12.6% | $123,104-41.7% | $59,632+20.3% |
| Participation rate | 59.4% | 83.2%-23.8pp | 86.8%-27.4pp | 68.7%-9.3pp |
| Annual return | 0.33% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,104 | $3,297-66.5% | $5,151-78.6% | $2,203-49.9% |
| Participant deferral / active EE | $2,703 | $4,667-42.1% | $6,230-56.6% | $3,192-15.3% |
| Admin fee / account holder | $65 | $5,881-98.9% | $9,015-99.3% | $4,297-98.5% |