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 | $101,695 | $92,703+9.7% | $82,719+22.9% | $134,475-24.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -17.25% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,822 | $3,274-44.4% | $3,009-39.5% | $4,740-61.6% |
| Participant deferral / active EE | $9,500 | $4,802+97.8% | $4,395+116.2% | $6,400+48.4% |
| Admin fee / account holder | $266 | $5,983-95.6% | $5,329-95.0% | $11,426-97.7% |