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 | $232,461 | $106,515+118.2% | $96,683+140.4% | $139,434+66.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 34.05% | 38.43%-4.4pp | 35.69%-1.6pp | 372.94%-338.9pp |
| Employer contribution / active EE | $2,701 | $4,103-34.2% | $3,737-27.7% | $4,751-43.1% |
| Participant deferral / active EE | $4,685 | $5,454-14.1% | $4,878-4.0% | $6,710-30.2% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |