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 | $167,815 | $215,361-22.1% | $171,082-1.9% | $273,961-38.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $6,446 | $4,967+29.8% | $4,002+61.1% | $4,869+32.4% |
| Participant deferral / active EE | $1,079 | $5,543-80.5% | $4,797-77.5% | $5,287-79.6% |
| Admin fee / account holder | $8 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |