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 | $217,485 | $82,286+164.3% | $68,791+216.2% | $134,475+61.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -18.30% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,259 | $3,301-31.6% | $2,655-14.9% | $4,740-52.3% |
| Participant deferral / active EE | $5,274 | $4,739+11.3% | $3,941+33.8% | $6,400-17.6% |
| Admin fee / account holder | $37 | $6,481-99.4% | $4,932-99.2% | $11,426-99.7% |