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 | $174,869 | $58,851+197.1% | $115,157+51.9% | $72,985+139.6% |
| Participation rate | 34.8% | 65.5%-30.8pp | 75.9%-41.1pp | 69.5%-34.7pp |
| Annual return | 20.40% | 23.16%-2.8pp | 35.60%-15.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $944 | $1,798-47.5% | $3,179-70.3% | $2,440-61.3% |
| Participant deferral / active EE | $2,607 | $2,643-1.3% | $4,168-37.5% | $3,607-27.7% |
| Admin fee / account holder | $241 | $6,370-96.2% | $7,088-96.6% | $5,124-95.3% |