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 | $188,623 | $177,572+6.2% | $154,803+21.8% | $142,382+32.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 13.96% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,571 | $4,810-46.5% | $4,305-40.3% | $4,299-40.2% |
| Participant deferral / active EE | $4,358 | $6,272-30.5% | $5,540-21.3% | $6,507-33.0% |
| Admin fee / account holder | $72 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |