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 | $110,241 | $91,552+20.4% | $133,956-17.7% | $79,858+38.0% |
| Participation rate | 58.6% | 73.3%-14.7pp | 79.8%-21.2pp | 69.6%-11.0pp |
| Annual return | 19.06% | 61.85%-42.8pp | 45.09%-26.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,080 | $2,384-12.7% | $3,919-46.9% | $2,471-15.8% |
| Participant deferral / active EE | $5,718 | $3,733+53.2% | $5,048+13.3% | $3,740+52.9% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |