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 | $136,390 | $190,805-28.5% | $159,960-14.7% | $134,475+1.4% |
| Participation rate | 54.5% | 81.9%-27.4pp | 78.0%-23.4pp | 81.2%-26.7pp |
| Annual return | -18.14% | 552.23%-570.4pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,109 | $4,995-77.8% | $4,226-73.8% | $4,740-76.6% |
| Participant deferral / active EE | $8,763 | $6,923+26.6% | $6,182+41.7% | $6,400+36.9% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |