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 | $126,646 | $91,538+38.4% | $129,995-2.6% | $75,163+68.5% |
| Participation rate | 32.4% | 71.4%-39.1pp | 78.5%-46.1pp | 67.2%-34.8pp |
| Annual return | 16.01% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,444 | $2,845-49.2% | $4,320-66.6% | $2,670-45.9% |
| Participant deferral / active EE | $3,543 | $4,341-18.4% | $5,820-39.1% | $4,125-14.1% |
| Admin fee / account holder | $149 | $6,790-97.8% | $10,614-98.6% | $5,651-97.4% |