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 | $158,812 | $171,865-7.6% | $149,718+6.1% | $147,584+7.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 17.67% | 2113.22%-2095.5pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $9,292 | $6,275+48.1% | $5,445+70.7% | $4,876+90.6% |
| Participant deferral / active EE | $7,952 | $7,271+9.4% | $6,569+21.0% | $5,439+46.2% |
| Admin fee / account holder | $142 | $13,799-99.0% | $11,283-98.7% | $10,885-98.7% |