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 | $167,164 | $90,600+84.5% | $79,464+110.4% | $135,375+23.5% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -2.67% | 977.43%-980.1pp | 718.14%-720.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $293 | $3,068-90.4% | $2,800-89.5% | $4,779-93.9% |
| Participant deferral / active EE | $4,613 | $4,050+13.9% | $3,704+24.6% | $5,609-17.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |