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 | $118,410 | $138,044-14.2% | $125,339-5.5% | $134,475-11.9% |
| Participation rate | 65.2% | 84.5%-19.3pp | 82.4%-17.2pp | 81.2%-16.0pp |
| Annual return | -18.54% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,095 | $7,799-34.7% | $7,446-31.6% | $6,400-20.4% |
| Admin fee / account holder | $29 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |