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 9-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 | $153,997 | $158,398-2.8% | $126,539+21.7% | $142,382+8.2% |
| Participation rate | 45.5% | 75.8%-30.4pp | 69.8%-24.4pp | 80.1%-34.7pp |
| Annual return | 18.32% | 593.76%-575.4pp | 425.95%-407.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,756 | $4,650-19.2% | $3,674+2.2% | $4,299-12.6% |
| Participant deferral / active EE | $3,617 | $4,767-24.1% | $4,083-11.4% | $6,507-44.4% |
| Admin fee / account holder | $18 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |