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 | $159,746 | $214,378-25.5% | $200,582-20.4% | $142,382+12.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 18.46% | 46.41%-27.9pp | 42.33%-23.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,512 | $6,841-77.9% | $6,419-76.4% | $4,299-64.8% |
| Participant deferral / active EE | $6,756 | $9,865-31.5% | $9,331-27.6% | $6,507+3.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |