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 | $230,503 | $214,378+7.5% | $200,582+14.9% | $142,382+61.9% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.9%-61.9pp | 80.1%-55.1pp |
| Annual return | 20.29% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,188 | $6,841-38.8% | $6,419-34.8% | $4,299-2.6% |
| Participant deferral / active EE | $4,188 | $9,865-57.6% | $9,331-55.1% | $6,507-35.6% |
| Admin fee / account holder | $28 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |