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 | $141,280 | $131,829+7.2% | $108,579+30.1% | $273,961-48.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 6.85% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,368 | $4,912-72.1% | $3,758-63.6% | $4,869-71.9% |
| Participant deferral / active EE | $1,670 | $5,127-67.4% | $4,311-61.3% | $5,287-68.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |