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 | $30,485 | $45,863-33.5% | $77,024-60.4% | $68,494-55.5% |
| Participation rate | 46.1% | 55.9%-9.9pp | 67.9%-21.9pp | 67.9%-21.8pp |
| Annual return | -15.20% | 1.72%-16.9pp | 42.32%-57.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,111 | $1,650-32.7% | $2,812-60.5% | $2,596-57.2% |
| Participant deferral / active EE | $2,935 | $2,962-0.9% | $4,426-33.7% | $4,027-27.1% |
| Admin fee / account holder | $5 | $3,041-99.8% | $5,425-99.9% | $5,403-99.9% |