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 | $187,068 | $180,449+3.7% | $154,107+21.4% | $135,375+38.2% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -7.65% | 888.09%-895.7pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,585 | $6,035-73.7% | $5,298-70.1% | $4,779-66.8% |
| Participant deferral / active EE | $4,552 | $5,806-21.6% | $5,081-10.4% | $5,609-18.8% |
| Admin fee / account holder | $80 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |