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 | $109,320 | $138,065-20.8% | $123,544-11.5% | $135,375-19.2% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -7.00% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,948 | $5,151-42.8% | $4,628-36.3% | $4,779-38.3% |
| Participant deferral / active EE | $16,063 | $6,799+136.2% | $6,426+150.0% | $5,609+186.4% |
| Admin fee / account holder | $68 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |