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 | $202,273 | $148,534+36.2% | $135,903+48.8% | $139,434+45.1% |
| Participation rate | 35.3% | 83.9%-48.6pp | 81.9%-46.6pp | 80.3%-45.0pp |
| Annual return | 20.00% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,090 | $5,243-79.2% | $4,856-77.6% | $4,751-77.1% |
| Participant deferral / active EE | $4,671 | $8,100-42.3% | $7,758-39.8% | $6,710-30.4% |
| Admin fee / account holder | $4 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |