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 | $135,883 | $150,440-9.7% | $136,294-0.3% | $147,584-7.9% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 12.70% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,246 | $6,630-20.9% | $6,247-16.0% | $5,439-3.5% |
| Admin fee / account holder | $185 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |