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 | $192,084 | $180,449+6.4% | $154,107+24.6% | $135,375+41.9% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | 0.97% | 888.09%-887.1pp | 735.12%-734.1pp | 519.73%-518.8pp |
| Employer contribution / active EE | $3,456 | $6,035-42.7% | $5,298-34.8% | $4,779-27.7% |
| Participant deferral / active EE | $7,043 | $5,806+21.3% | $5,081+38.6% | $5,609+25.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |