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 | $212,112 | $135,635+56.4% | $110,238+92.4% | $135,375+56.7% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -5.38% | 513.19%-518.6pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,025 | $4,906-58.7% | $3,826-47.1% | $4,779-57.6% |
| Participant deferral / active EE | $4,850 | $5,506-11.9% | $4,672+3.8% | $5,609-13.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |