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 4-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 | $231,607 | $201,272+15.1% | $184,203+25.7% | $145,922+58.7% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 69.57% | 29.00%+40.6pp | 28.81%+40.8pp | 561.29%-491.7pp |
| Employer contribution / active EE | $3,218 | $7,022-54.2% | $6,427-49.9% | $4,660-30.9% |
| Participant deferral / active EE | $13,854 | $9,806+41.3% | $9,131+51.7% | $6,688+107.2% |
| Admin fee / account holder | $241 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |