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 | $102,548 | $101,069+1.5% | $81,478+25.9% | $147,584-30.5% |
| Participation rate | 18.8% | 74.5%-55.7pp | 68.0%-49.2pp | 82.8%-64.1pp |
| Annual return | 11.48% | 32.40%-20.9pp | 38.78%-27.3pp | 578.55%-567.1pp |
| Employer contribution / active EE | $501 | $3,205-84.4% | $2,568-80.5% | $4,876-89.7% |
| Participant deferral / active EE | $1,993 | $4,242-53.0% | $3,537-43.7% | $5,439-63.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |