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 | $118,916 | $72,404+64.2% | $110,238+7.9% | $64,186+85.3% |
| Participation rate | 40.5% | 73.3%-32.8pp | 79.8%-39.3pp | 69.6%-29.0pp |
| Annual return | -6.83% | -6.29%-0.5pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,874 | $2,282-17.8% | $3,826-51.0% | $2,381-21.3% |
| Participant deferral / active EE | $3,985 | $3,469+14.9% | $4,672-14.7% | $3,470+14.9% |
| Admin fee / account holder | $11 | $5,664-99.8% | $8,547-99.9% | $4,888-99.8% |