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 | $107,812 | $91,911+17.3% | $68,793+56.7% | $135,375-20.4% |
| Participation rate | 60.0% | 76.7%-16.7pp | 72.2%-12.2pp | 82.6%-22.6pp |
| Annual return | -8.10% | -8.22%+0.1pp | -4.63%-3.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,722 | $3,924-30.6% | $2,625+3.7% | $4,779-43.0% |
| Participant deferral / active EE | $1,379 | $4,315-68.0% | $3,311-58.3% | $5,609-75.4% |
| Admin fee / account holder | $289 | $9,240-96.9% | $5,131-94.4% | $10,827-97.3% |