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 | $209,336+10.1% | $197,124+16.9% | $137,256+67.9% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 20.29% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,188 | $6,591-36.5% | $6,227-32.8% | $4,156+0.8% |
| Participant deferral / active EE | $4,188 | $9,614-56.4% | $9,135-54.2% | $6,407-34.6% |
| Admin fee / account holder | $28 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |