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 5-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 | $108,334 | $99,640+8.7% | $86,436+25.3% | $134,475-19.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -13.60% | 6782.58%-6796.2pp | 4394.89%-4408.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $7,566 | $4,400+71.9% | $3,769+100.8% | $4,740+59.6% |
| Participant deferral / active EE | $7,220 | $7,246-0.4% | $6,952+3.9% | $6,400+12.8% |
| Admin fee / account holder | $16 | $8,371-99.8% | $6,731-99.8% | $11,426-99.9% |