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 | $151,704 | $109,881+38.1% | $150,045+1.1% | $84,808+78.9% |
| Participation rate | 57.7% | 76.1%-18.4pp | 82.3%-24.6pp | 68.3%-10.6pp |
| Annual return | 14.27% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,813 | $3,561-49.1% | $4,693-61.4% | $2,631-31.1% |
| Participant deferral / active EE | $4,514 | $6,636-32.0% | $7,997-43.6% | $4,212+7.2% |
| Admin fee / account holder | $1 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |