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 | $102,947 | $95,971+7.3% | $74,550+38.1% | $135,375-24.0% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -7.06% | 56.96%-64.0pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $826 | $2,716-69.6% | $1,961-57.9% | $4,779-82.7% |
| Participant deferral / active EE | $3,538 | $3,843-7.9% | $3,108+13.8% | $5,609-36.9% |
| Admin fee / account holder | $20 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |