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 | $140,192 | $144,119-2.7% | $117,854+19.0% | $147,584-5.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 27.54% | 531.15%-503.6pp | 335.08%-307.5pp | 578.55%-551.0pp |
| Employer contribution / active EE | $2,470 | $4,896-49.6% | $3,786-34.8% | $4,876-49.3% |
| Participant deferral / active EE | $4,472 | $5,316-15.9% | $4,482-0.2% | $5,439-17.8% |
| Admin fee / account holder | $153 | $10,886-98.6% | $8,020-98.1% | $10,885-98.6% |