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 | $239,779 | $93,024+157.8% | $77,024+211.3% | $134,475+78.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -16.53% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $869 | $3,418-74.6% | $2,812-69.1% | $4,740-81.7% |
| Participant deferral / active EE | $4,008 | $5,238-23.5% | $4,426-9.5% | $6,400-37.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |