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 | $37,521 | $180,449-79.2% | $154,107-75.7% | $135,375-72.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.67% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $11,404 | $6,035+89.0% | $5,298+115.3% | $4,779+138.6% |
| Participant deferral / active EE | $2,563 | $5,806-55.9% | $5,081-49.6% | $5,609-54.3% |
| Admin fee / account holder | $182 | $16,143-98.9% | $13,411-98.6% | $10,827-98.3% |