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 10-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 | $149,320 | $169,032-11.7% | $129,207+15.6% | $145,922+2.3% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 12.11% | 14330.11%-14318.0pp | 9417.33%-9405.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,047 | $5,537-81.1% | $4,153-74.8% | $4,660-77.5% |
| Participant deferral / active EE | $7,402 | $4,987+48.4% | $4,168+77.6% | $6,688+10.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |