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 | $115,809 | $97,757+18.5% | $83,848+38.1% | $135,375-14.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -9.27% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,715 | $4,222-59.4% | $3,631-52.8% | $4,779-64.1% |
| Participant deferral / active EE | $5,553 | $4,682+18.6% | $4,082+36.0% | $5,609-1.0% |
| Admin fee / account holder | $118 | $6,674-98.2% | $5,478-97.9% | $10,827-98.9% |