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 | $110,119 | $92,703+18.8% | $82,719+33.1% | $134,475-18.1% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | -18.55% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,020 | $3,274-38.3% | $3,009-32.9% | $4,740-57.4% |
| Participant deferral / active EE | $3,936 | $4,802-18.0% | $4,395-10.5% | $6,400-38.5% |
| Admin fee / account holder | $113 | $5,983-98.1% | $5,329-97.9% | $11,426-99.0% |