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 | $146,198 | $88,594+65.0% | $70,092+108.6% | $134,475+8.7% |
| Participation rate | 42.9% | 74.9%-32.1pp | 70.5%-27.6pp | 81.2%-38.4pp |
| Annual return | -10.92% | 442.67%-453.6pp | 190.73%-201.7pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,504 | $3,233-53.5% | $2,559-41.2% | $4,740-68.3% |
| Participant deferral / active EE | $3,780 | $4,772-20.8% | $3,849-1.8% | $6,400-40.9% |
| Admin fee / account holder | $42 | $10,441-99.6% | $6,267-99.3% | $11,426-99.6% |