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 | $137,487 | $57,354+139.7% | $83,848+64.0% | $64,186+114.2% |
| Participation rate | 29.0% | 68.6%-39.6pp | 76.1%-47.1pp | 69.6%-40.5pp |
| Annual return | -7.72% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,007 | $2,545-21.1% | $3,631-44.7% | $2,381-15.7% |
| Participant deferral / active EE | $2,904 | $2,993-3.0% | $4,082-28.9% | $3,470-16.3% |
| Admin fee / account holder | $231 | $4,046-94.3% | $5,478-95.8% | $4,888-95.3% |