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 | $101,663 | $183,519-44.6% | $155,509-34.6% | $145,922-30.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 19.42% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,820 | $5,313-9.3% | $4,672+3.2% | $4,660+3.4% |
| Participant deferral / active EE | $8,401 | $6,462+30.0% | $5,626+49.3% | $6,688+25.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |