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 8-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 | $116,683 | $160,055-27.1% | $140,016-16.7% | $135,375-13.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -6.25% | 911.38%-917.6pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,412 | $6,420-78.0% | $5,606-74.8% | $4,779-70.5% |
| Participant deferral / active EE | $7,963 | $7,642+4.2% | $6,927+15.0% | $5,609+42.0% |
| Admin fee / account holder | $24 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |