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 6-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 | $154,250 | $64,324+139.8% | $118,925+29.7% | $79,858+93.2% |
| Participation rate | 62.9% | 64.9%-2.0pp | 75.4%-12.5pp | 69.6%-6.8pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.88%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $784 | $1,836-57.3% | $3,263-76.0% | $2,471-68.3% |
| Participant deferral / active EE | $2,234 | $2,824-20.9% | $4,265-47.6% | $3,740-40.3% |
| Admin fee / account holder | $233 | $4,040-94.2% | $6,581-96.5% | $5,306-95.6% |