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 | $31,248 | $180,449-82.7% | $154,107-79.7% | $135,375-76.9% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -6.68% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,938 | $6,035-67.9% | $5,298-63.4% | $4,779-59.5% |
| Participant deferral / active EE | $4,039 | $5,806-30.4% | $5,081-20.5% | $5,609-28.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |