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 6-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 | $109,484 | $73,787+48.4% | $98,716+10.9% | $82,448+32.8% |
| Participation rate | 67.9% | 61.4%+6.4pp | 69.3%-1.4pp | 68.1%-0.2pp |
| Annual return | 16.49% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,009 | $1,511+32.9% | $2,279-11.8% | $2,551-21.2% |
| Participant deferral / active EE | $6,702 | $3,081+117.5% | $4,048+65.6% | $4,139+61.9% |
| Admin fee / account holder | $1 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |