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 7-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 | $121,024 | $101,618+19.1% | $93,063+30.0% | $137,256-11.8% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 14.31% | 223.95%-209.6pp | 34.15%-19.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $711 | $2,707-73.8% | $2,476-71.3% | $4,156-82.9% |
| Participant deferral / active EE | $2,220 | $4,279-48.1% | $3,958-43.9% | $6,407-65.3% |
| Admin fee / account holder | $130 | $6,198-97.9% | $6,033-97.8% | $12,270-98.9% |