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 | $172,174 | $175,202-1.7% | $149,673+15.0% | $139,434+23.5% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 16.58% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $11,215 | $5,474+104.9% | $4,818+132.8% | $4,751+136.1% |
| Participant deferral / active EE | $5,972 | $6,519-8.4% | $5,680+5.1% | $6,710-11.0% |
| Admin fee / account holder | $245 | $16,150-98.5% | $13,210-98.1% | $11,403-97.9% |