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 | $105,213 | $80,717+30.3% | $154,803-32.0% | $84,808+24.1% |
| Participation rate | 48.6% | 66.8%-18.2pp | 78.1%-29.5pp | 68.3%-19.7pp |
| Annual return | 19.17% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,607 | $2,761-41.8% | $4,305-62.7% | $2,631-38.9% |
| Participant deferral / active EE | $3,733 | $3,303+13.0% | $5,540-32.6% | $4,212-11.4% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |