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 | $129,491 | $94,625+36.8% | $116,228+11.4% | $84,808+52.7% |
| Participation rate | 64.7% | 70.4%-5.7pp | 74.6%-9.8pp | 68.3%-3.6pp |
| Annual return | 19.48% | 20.40%-0.9pp | 90.06%-70.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,670 | $2,347-28.8% | $2,994-44.2% | $2,631-36.5% |
| Participant deferral / active EE | $4,110 | $3,972+3.5% | $4,953-17.0% | $4,212-2.4% |
| Admin fee / account holder | $223 | $10,091-97.8% | $11,989-98.1% | $7,344-97.0% |