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 | $140,770 | $138,044+2.0% | $125,339+12.3% | $134,475+4.7% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -17.70% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,932 | $5,243-44.1% | $4,814-39.1% | $4,740-38.1% |
| Participant deferral / active EE | $6,409 | $7,799-17.8% | $7,446-13.9% | $6,400+0.1% |
| Admin fee / account holder | $290 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |