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 | $79,606 | $72,404+9.9% | $110,238-27.8% | $64,186+24.0% |
| Participation rate | 26.9% | 73.3%-46.4pp | 79.8%-52.9pp | 69.6%-42.6pp |
| Annual return | -5.28% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,028 | $2,282-55.0% | $3,826-73.1% | $2,381-56.8% |
| Participant deferral / active EE | $1,653 | $3,469-52.4% | $4,672-64.6% | $3,470-52.4% |
| Admin fee / account holder | $23 | $5,664-99.6% | $8,547-99.7% | $4,888-99.5% |