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 | $91,197 | $101,283-10.0% | $75,826+20.3% | $135,375-32.6% |
| Participation rate | 52.4% | 72.7%-20.4pp | 68.2%-15.8pp | 82.6%-30.3pp |
| Annual return | -6.68% | 3384.62%-3391.3pp | 1914.15%-1920.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,204 | $2,382-7.5% | $1,913+15.2% | $4,779-53.9% |
| Participant deferral / active EE | $3,204 | $3,469-7.6% | $2,862+11.9% | $5,609-42.9% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |