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 | $193,374 | $50,958+279.5% | $74,550+159.4% | $64,186+201.3% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -7.70% | -1.86%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,673 | $1,115+139.7% | $1,961+36.3% | $2,381+12.3% |
| Participant deferral / active EE | $6,557 | $2,301+184.9% | $3,108+111.0% | $3,470+89.0% |
| Admin fee / account holder | $186 | $4,223-95.6% | $5,060-96.3% | $4,888-96.2% |