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 | $124,906 | $217,402-42.5% | $185,823-32.8% | $167,490-25.4% |
| Participation rate | 46.2% | 86.0%-39.9pp | 81.7%-35.5pp | 82.1%-36.0pp |
| Annual return | 12.84% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,880 | $5,873-68.0% | $5,167-63.6% | $4,837-61.1% |
| Participant deferral / active EE | $5,568 | $6,356-12.4% | $5,5680% | $6,341-12.2% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |