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 9-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 | $123,146 | $92,703+32.8% | $82,719+48.9% | $134,475-8.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -13.11% | 944.92%-958.0pp | 701.18%-714.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,700 | $3,274-48.1% | $3,009-43.5% | $4,740-64.1% |
| Participant deferral / active EE | $10,020 | $4,802+108.7% | $4,395+128.0% | $6,400+56.6% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |