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 | $226,796 | $99,640+127.6% | $86,436+162.4% | $134,475+68.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.00% | 6782.58%-6801.6pp | 4394.89%-4413.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,880 | $4,400-34.6% | $3,769-23.6% | $4,740-39.2% |
| Participant deferral / active EE | $3,600 | $7,246-50.3% | $6,952-48.2% | $6,400-43.7% |
| Admin fee / account holder | $120 | $8,371-98.6% | $6,731-98.2% | $11,426-98.9% |