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 | $91,611 | $112,096-18.3% | $95,952-4.5% | $158,922-42.4% |
| Participation rate | 58.8% | 79.0%-20.1pp | 77.1%-18.2pp | 82.0%-23.1pp |
| Annual return | 18.64% | 171.09%-152.5pp | 91.61%-73.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $895 | $3,198-72.0% | $2,541-64.8% | $4,761-81.2% |
| Participant deferral / active EE | $3,741 | $4,784-21.8% | $4,167-10.2% | $5,982-37.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |