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 | $116,338 | $198,466-41.4% | $170,442-31.7% | $147,584-21.2% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 15.78% | 257.29%-241.5pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,208 | $6,184-64.3% | $5,433-59.4% | $4,876-54.7% |
| Participant deferral / active EE | $2,814 | $5,629-50.0% | $4,939-43.0% | $5,439-48.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |