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 | $154,840 | $202,432-23.5% | $169,368-8.6% | $139,434+11.0% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 14.25% | 531.74%-517.5pp | 405.60%-391.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,730 | $6,938-60.7% | $6,221-56.1% | $6,710-59.3% |
| Admin fee / account holder | $2 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |