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 | $155,376 | $138,044+12.6% | $125,339+24.0% | $134,475+15.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.26% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,566 | $5,243-51.1% | $4,814-46.7% | $4,740-45.9% |
| Participant deferral / active EE | $6,847 | $7,799-12.2% | $7,446-8.0% | $6,400+7.0% |
| Admin fee / account holder | $41 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |