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 | $90,759 | $106,515-14.8% | $96,683-6.1% | $139,434-34.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.35% | 38.43%-22.1pp | 35.69%-19.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,780 | $4,103-56.6% | $3,737-52.4% | $4,751-62.5% |
| Participant deferral / active EE | $5,956 | $5,454+9.2% | $4,878+22.1% | $6,710-11.2% |
| Admin fee / account holder | $196 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |