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 | $241,849 | $85,790+181.9% | $67,313+259.3% | $135,375+78.7% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -6.82% | -0.54%-6.3pp | -4.08%-2.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,872 | $3,487-46.3% | $2,566-27.0% | $4,779-60.8% |
| Participant deferral / active EE | $4,420 | $4,651-5.0% | $3,568+23.9% | $5,609-21.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |