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 | $123,918 | $102,966+20.3% | $90,281+37.3% | $152,861-18.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 14.85% | 95.16%-80.3pp | 78.10%-63.2pp | 345.32%-330.5pp |
| Employer contribution / active EE | $3,113 | $3,139-0.8% | $2,854+9.0% | $4,762-34.6% |
| Participant deferral / active EE | $9,333 | $4,281+118.0% | $3,885+140.2% | $5,850+59.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |