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 | $149,903 | $211,958-29.3% | $169,463-11.5% | $135,375+10.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -8.43% | 3.26%-11.7pp | 1.83%-10.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $8,250 | $5,120+61.1% | $4,159+98.4% | $4,779+72.6% |
| Participant deferral / active EE | $10,500 | $6,075+72.8% | $5,277+99.0% | $5,609+87.2% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |