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 | $163,042 | $100,754+61.8% | $86,677+88.1% | $134,475+21.2% |
| Participation rate | 68.2% | 78.9%-10.7pp | 76.6%-8.4pp | 81.2%-13.0pp |
| Annual return | -15.42% | 29.04%-44.5pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,103 | $3,489-39.7% | $2,836-25.9% | $4,740-55.6% |
| Participant deferral / active EE | $6,335 | $5,338+18.7% | $4,656+36.1% | $6,400-1.0% |
| Admin fee / account holder | $139 | $10,926-98.7% | $7,493-98.1% | $11,426-98.8% |