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 | $204,068 | $148,534+37.4% | $135,903+50.2% | $139,434+46.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 12.71% | 79.19%-66.5pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $4,687 | $5,243-10.6% | $4,856-3.5% | $4,751-1.3% |
| Participant deferral / active EE | $8,755 | $8,100+8.1% | $7,758+12.9% | $6,710+30.5% |
| Admin fee / account holder | $51 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |