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 | $148,262 | $97,757+51.7% | $83,848+76.8% | $135,375+9.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -7.44% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,874 | $4,222-55.6% | $3,631-48.4% | $4,779-60.8% |
| Participant deferral / active EE | $5,644 | $4,682+20.5% | $4,082+38.3% | $5,609+0.6% |
| Admin fee / account holder | $225 | $6,674-96.6% | $5,478-95.9% | $10,827-97.9% |