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 | $147,381 | $88,594+66.4% | $70,092+110.3% | $134,475+9.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -19.56% | 442.67%-462.2pp | 190.73%-210.3pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,022 | $3,233-37.5% | $2,559-21.0% | $4,740-57.3% |
| Participant deferral / active EE | $2,022 | $4,772-57.6% | $3,849-47.5% | $6,400-68.4% |
| Admin fee / account holder | $120 | $10,441-98.9% | $6,267-98.1% | $11,426-98.9% |