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 | $136,845 | $104,106+31.4% | $71,086+92.5% | $135,375+1.1% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -3.30% | 1256.30%-1259.6pp | 650.59%-653.9pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,046 | $1,485-29.5% | $1,088-3.8% | $4,779-78.1% |
| Participant deferral / active EE | $6,545 | $2,527+159.0% | $1,874+249.2% | $5,609+16.7% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,827-99.9% |