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 | $147,140 | $127,065+15.8% | $113,168+30.0% | $142,382+3.3% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 15.25% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,832 | $3,442-46.8% | $2,975-38.4% | $4,299-57.4% |
| Participant deferral / active EE | $6,315 | $5,716+10.5% | $5,107+23.7% | $6,507-3.0% |
| Admin fee / account holder | $82 | $15,736-99.5% | $12,068-99.3% | $12,624-99.3% |