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 | $117,391 | $90,600+29.6% | $79,464+47.7% | $135,375-13.3% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -4.81% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $669 | $3,068-78.2% | $2,800-76.1% | $4,779-86.0% |
| Participant deferral / active EE | $836 | $4,050-79.4% | $3,704-77.4% | $5,609-85.1% |
| Admin fee / account holder | $109 | $5,907-98.2% | $5,113-97.9% | $10,827-99.0% |