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 | $222,097 | $106,543+108.5% | $91,220+143.5% | $134,475+65.2% |
| Participation rate | 12.5% | 76.8%-64.3pp | 73.2%-60.7pp | 81.2%-68.7pp |
| Annual return | -18.80% | 160.60%-179.4pp | 114.01%-132.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $960 | $3,331-71.2% | $2,850-66.3% | $4,740-79.7% |
| Participant deferral / active EE | $3,375 | $4,719-28.5% | $4,234-20.3% | $6,400-47.3% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |