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 | $125,820 | $209,411-39.9% | $178,490-29.5% | $158,922-20.8% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.33% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,421 | $5,706-75.1% | $5,011-71.6% | $4,761-70.2% |
| Participant deferral / active EE | $8,873 | $5,954+49.0% | $5,202+70.6% | $5,982+48.3% |
| Admin fee / account holder | $103 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |