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 | $147,395 | $138,044+6.8% | $125,339+17.6% | $134,475+9.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -11.57% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,347 | $5,243-74.3% | $4,814-72.0% | $4,740-71.6% |
| Participant deferral / active EE | $3,776 | $7,799-51.6% | $7,446-49.3% | $6,400-41.0% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |