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 | $67,342 | $148,534-54.7% | $135,903-50.4% | $139,434-51.7% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 14.23% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,378 | $5,243-54.6% | $4,856-51.0% | $4,751-49.9% |
| Participant deferral / active EE | $8,242 | $8,100+1.7% | $7,758+6.2% | $6,710+22.8% |
| Admin fee / account holder | $131 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |