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 5-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 | $120,886 | $84,402+43.2% | $61,373+97.0% | $134,475-10.1% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -15.66% | 584.55%-600.2pp | 338.61%-354.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $6,748 | $1,544+336.9% | $1,159+482.0% | $4,740+42.4% |
| Participant deferral / active EE | $9,000 | $2,819+219.3% | $2,125+323.5% | $6,400+40.6% |
| Admin fee / account holder | $217 | $2,585-91.6% | $2,130-89.8% | $11,426-98.1% |