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 | $163,724 | $190,805-14.2% | $159,960+2.4% | $134,475+21.8% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -13.28% | 552.23%-565.5pp | 408.60%-421.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,729 | $4,995-65.4% | $4,226-59.1% | $4,740-63.5% |
| Participant deferral / active EE | $2,752 | $6,923-60.3% | $6,182-55.5% | $6,400-57.0% |
| Admin fee / account holder | $3 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |