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 9-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 | $86,076 | $112,881-23.7% | $90,951-5.4% | $158,922-45.8% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 16.74% | 215.79%-199.1pp | 134.60%-117.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $979 | $2,893-66.1% | $2,122-53.8% | $4,761-79.4% |
| Participant deferral / active EE | $4,184 | $4,128+1.4% | $3,373+24.1% | $5,982-30.1% |
| Admin fee / account holder | $179 | $8,041-97.8% | $5,959-97.0% | $11,246-98.4% |