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 5-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 | $120,950 | $111,754+8.2% | $103,333+17.0% | $145,922-17.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.33% | 24.77%-14.4pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $13,361 | $4,212+217.2% | $3,868+245.4% | $4,660+186.7% |
| Participant deferral / active EE | $9,741 | $5,619+73.4% | $5,057+92.6% | $6,688+45.7% |
| Admin fee / account holder | $123 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |