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 | $209,421 | $67,606+209.8% | $82,313+154.4% | $70,131+198.6% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.6pp |
| Annual return | 18.20% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,482 | $1,755-15.6% | $2,428-39.0% | $2,342-36.7% |
| Participant deferral / active EE | $7,064 | $2,987+136.5% | $3,706+90.6% | $3,332+112.0% |
| Admin fee / account holder | $151 | $4,512-96.6% | $5,608-97.3% | $4,645-96.7% |