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 | $181,257 | $92,703+95.5% | $82,719+119.1% | $134,475+34.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -18.18% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,760 | $3,274-46.2% | $3,009-41.5% | $4,740-62.9% |
| Participant deferral / active EE | $6,555 | $4,802+36.5% | $4,395+49.1% | $6,400+2.4% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |