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 | $55,963 | $190,805-70.7% | $159,960-65.0% | $134,475-58.4% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -16.89% | 552.23%-569.1pp | 408.60%-425.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,540 | $4,995-69.2% | $4,226-63.6% | $4,740-67.5% |
| Participant deferral / active EE | $6,874 | $6,923-0.7% | $6,182+11.2% | $6,400+7.4% |
| Admin fee / account holder | $60 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |