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 | $96,575 | $90,600+6.6% | $79,464+21.5% | $135,375-28.7% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -2.36% | 977.43%-979.8pp | 718.14%-720.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $3,870 | $3,068+26.1% | $2,800+38.2% | $4,779-19.0% |
| Participant deferral / active EE | $18,500 | $4,050+356.8% | $3,704+399.5% | $5,609+229.8% |
| Admin fee / account holder | $57 | $5,907-99.0% | $5,113-98.9% | $10,827-99.5% |