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 6-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 | $192,304 | $127,264+51.1% | $109,895+75.0% | $167,490+14.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 17.53% | 22.97%-5.4pp | 29.45%-11.9pp | 478.56%-461.0pp |
| Employer contribution / active EE | $13,678 | $3,322+311.7% | $2,842+381.2% | $4,837+182.7% |
| Participant deferral / active EE | $8,825 | $4,514+95.5% | $4,048+118.0% | $6,341+39.2% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |