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 | $128,027 | $84,402+51.7% | $61,373+108.6% | $134,475-4.8% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -15.44% | 584.55%-600.0pp | 338.61%-354.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,745 | $1,544+13.0% | $1,159+50.5% | $4,740-63.2% |
| Participant deferral / active EE | $8,750 | $2,819+210.4% | $2,125+311.8% | $6,400+36.7% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |