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 | $150,205 | $232,540-35.4% | $185,117-18.9% | $147,584+1.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 19.57% | 43.03%-23.5pp | 40.50%-20.9pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,751 | $5,195-47.0% | $4,182-34.2% | $4,876-43.6% |
| Participant deferral / active EE | $6,338 | $5,834+8.6% | $5,045+25.6% | $5,439+16.5% |
| Admin fee / account holder | $142 | $10,275-98.6% | $8,159-98.3% | $10,885-98.7% |