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 | $120,608 | $124,319-3.0% | $111,297+8.4% | $167,490-28.0% |
| Participation rate | 52.9% | 79.6%-26.7pp | 77.3%-24.4pp | 82.1%-29.2pp |
| Annual return | 16.80% | 37.44%-20.6pp | 54.65%-37.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,008 | $5,180-61.2% | $4,487-55.2% | $6,341-68.3% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |