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 | $130,441 | $146,267-10.8% | $197,124-33.8% | $82,448+58.2% |
| Participation rate | 59.3% | 84.0%-24.8pp | 86.7%-27.5pp | 68.1%-8.8pp |
| Annual return | 24.85% | 29.61%-4.8pp | 44.34%-19.5pp | 41.64%-16.8pp |
| Employer contribution / active EE | $3,475 | $4,723-26.4% | $6,227-44.2% | $2,551+36.2% |
| Participant deferral / active EE | $4,928 | $7,035-30.0% | $9,135-46.1% | $4,139+19.0% |
| Admin fee / account holder | $0 | $14,422-100.0% | $16,298-100.0% | $7,234-100.0% |