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 9-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 | $166,177 | $165,335+0.5% | $149,696+11.0% | $158,922+4.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 24.06% | 348.15%-324.1pp | 276.60%-252.5pp | 302.83%-278.8pp |
| Employer contribution / active EE | $6,899 | $5,103+35.2% | $4,644+48.5% | $4,761+44.9% |
| Participant deferral / active EE | $12,667 | $7,181+76.4% | $6,842+85.1% | $5,982+111.7% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |