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 8-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 | $200,777 | $177,572+13.1% | $154,803+29.7% | $142,382+41.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 17.73% | 65.07%-47.3pp | 58.88%-41.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,542 | $4,810-67.9% | $4,305-64.2% | $4,299-64.1% |
| Participant deferral / active EE | $8,822 | $6,272+40.7% | $5,540+59.2% | $6,507+35.6% |
| Admin fee / account holder | $234 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |