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 | $210,743 | $127,386+65.4% | $115,037+83.2% | $125,391+68.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.39% | 31.28%-34.7pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,716 | $5,166-66.8% | $4,608-62.8% | $4,866-64.7% |
| Participant deferral / active EE | $4,983 | $6,423-22.4% | $6,026-17.3% | $5,352-6.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |