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 | $178,578 | $228,332-21.8% | $185,823-3.9% | $158,922+12.4% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $753 | $4,967-84.8% | $4,087-81.6% | $4,761-84.2% |
| Participant deferral / active EE | $6,094 | $6,415-5.0% | $5,632+8.2% | $5,982+1.9% |
| Admin fee / account holder | $15 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |