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 | $130,002 | $45,863+183.5% | $77,024+68.8% | $68,494+89.8% |
| Participation rate | 29.7% | 55.9%-26.2pp | 67.9%-38.2pp | 67.9%-38.2pp |
| Annual return | -17.35% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,399 | $1,650-15.2% | $2,812-50.2% | $2,596-46.1% |
| Participant deferral / active EE | $1,577 | $2,962-46.8% | $4,426-64.4% | $4,027-60.8% |
| Admin fee / account holder | $11 | $3,041-99.6% | $5,425-99.8% | $5,403-99.8% |