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 | $101,321 | $92,703+9.3% | $82,719+22.5% | $134,475-24.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -18.98% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $521 | $3,274-84.1% | $3,009-82.7% | $4,740-89.0% |
| Participant deferral / active EE | $1,823 | $4,802-62.0% | $4,395-58.5% | $6,400-71.5% |
| Admin fee / account holder | $60 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |