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 4-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 | $184,035 | $178,174+3.3% | $156,181+17.8% | $137,256+34.1% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 18.82% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,129 | $4,972-77.3% | $4,294-73.7% | $4,156-72.8% |
| Participant deferral / active EE | $11,583 | $6,888+68.2% | $6,132+88.9% | $6,407+80.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |