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 7-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 | $86,758 | $84,402+2.8% | $61,373+41.4% | $134,475-35.5% |
| Participation rate | 23.8% | 62.2%-38.4pp | 52.6%-28.8pp | 81.2%-57.4pp |
| Annual return | -16.55% | 584.55%-601.1pp | 338.61%-355.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $506 | $1,544-67.2% | $1,159-56.3% | $4,740-89.3% |
| Participant deferral / active EE | $4,764 | $2,819+69.0% | $2,125+124.2% | $6,400-25.6% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |