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 | $185,647 | $214,378-13.4% | $200,582-7.4% | $142,382+30.4% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 20.16% | 46.41%-26.2pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $7,122 | $6,841+4.1% | $6,419+10.9% | $4,299+65.7% |
| Participant deferral / active EE | $11,902 | $9,865+20.7% | $9,331+27.6% | $6,507+82.9% |
| Admin fee / account holder | $83 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |