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 9-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 | $152,994 | $148,534+3.0% | $135,903+12.6% | $139,434+9.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.09% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,383 | $5,243-35.5% | $4,856-30.3% | $4,751-28.8% |
| Participant deferral / active EE | $5,076 | $8,100-37.3% | $7,758-34.6% | $6,710-24.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |