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 8-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 | $77,351 | $67,331+14.9% | $60,874+27.1% | $134,475-42.5% |
| Participation rate | 8.3% | 76.2%-67.8pp | 73.1%-64.8pp | 81.2%-72.9pp |
| Annual return | -19.81% | 49.93%-69.7pp | 16.90%-36.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,000 | $4,538-55.9% | $3,817-47.6% | $6,400-68.7% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |