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 | $35,800 | $59,805-40.1% | $79,550-55.0% | $68,494-47.7% |
| Participation rate | 24.5% | 61.1%-36.6pp | 69.5%-45.0pp | 67.9%-43.4pp |
| Annual return | -17.11% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $804 | $1,505-46.6% | $2,413-66.7% | $2,596-69.0% |
| Participant deferral / active EE | $1,557 | $3,024-48.5% | $3,985-60.9% | $4,027-61.3% |
| Admin fee / account holder | $166 | $4,835-96.6% | $6,832-97.6% | $5,403-96.9% |