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 3-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 | $80,818 | $69,010+17.1% | $159,960-49.5% | $68,494+18.0% |
| Participation rate | 67.1% | 65.4%+1.7pp | 78.0%-10.8pp | 67.9%-0.8pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $974 | $2,213-56.0% | $4,226-77.0% | $2,596-62.5% |
| Participant deferral / active EE | $1,744 | $4,212-58.6% | $6,182-71.8% | $4,027-56.7% |
| Admin fee / account holder | $135 | $4,798-97.2% | $8,698-98.4% | $5,403-97.5% |