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 | $110,539 | $132,634-16.7% | $115,768-4.5% | $137,256-19.5% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.4%-5.2pp | 80.0%-10.7pp |
| Annual return | 12.20% | 160.70%-148.5pp | 100.46%-88.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,056 | $3,360+80.2% | $2,940+106.0% | $4,156+45.7% |
| Participant deferral / active EE | $5,827 | $5,619+3.7% | $4,917+18.5% | $6,407-9.0% |
| Admin fee / account holder | $86 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |