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 | $184,570 | $181,894+1.5% | $156,549+17.9% | $273,961-32.6% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 7.66% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,883 | $6,248-69.9% | $5,501-65.8% | $4,869-61.3% |
| Participant deferral / active EE | $7,203 | $5,550+29.8% | $4,871+47.9% | $5,287+36.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |