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 | $122,379 | $171,865-28.8% | $149,718-18.3% | $147,584-17.1% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 15.97% | 2113.22%-2097.2pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,843 | $6,275-70.6% | $5,445-66.2% | $4,876-62.2% |
| Participant deferral / active EE | $6,967 | $7,271-4.2% | $6,569+6.1% | $5,439+28.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |