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 3-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 | $185,337 | $185,822-0.3% | $169,993+9.0% | $139,434+32.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 24.20% | 60.50%-36.3pp | 53.37%-29.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $8,203 | $7,590+8.1% | $6,785+20.9% | $4,751+72.7% |
| Participant deferral / active EE | $19,000 | $11,622+63.5% | $10,408+82.6% | $6,710+183.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |