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 | $174,611 | $176,056-0.8% | $159,436+9.5% | $167,490+4.3% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 11.89% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,396 | $5,297-54.8% | $4,829-50.4% | $4,837-50.5% |
| Participant deferral / active EE | $15,167 | $7,750+95.7% | $7,352+106.3% | $6,341+139.2% |
| Admin fee / account holder | $249 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |