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 | $177,159 | $99,640+77.8% | $86,436+105.0% | $134,475+31.7% |
| Participation rate | 47.6% | 82.0%-34.4pp | 80.3%-32.7pp | 81.2%-33.6pp |
| Annual return | -17.82% | 6782.58%-6800.4pp | 4394.89%-4412.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,628 | $7,246-49.9% | $6,952-47.8% | $6,400-43.3% |
| Admin fee / account holder | $149 | $8,371-98.2% | $6,731-97.8% | $11,426-98.7% |