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 | $242,564 | $172,478+40.6% | $145,661+66.5% | $142,382+70.4% |
| Participation rate | 69.2% | 80.1%-10.9pp | 77.2%-8.0pp | 80.1%-10.9pp |
| Annual return | 771.69% | 151.09%+620.6pp | 101.46%+670.2pp | 217.08%+554.6pp |
| Employer contribution / active EE | $4,124 | $4,899-15.8% | $4,238-2.7% | $4,299-4.1% |
| Participant deferral / active EE | $7,834 | $8,348-6.2% | $7,198+8.8% | $6,507+20.4% |
| Admin fee / account holder | $113 | $16,864-99.3% | $12,466-99.1% | $12,624-99.1% |