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 | $196,342 | $165,335+18.8% | $149,696+31.2% | $158,922+23.5% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 13.64% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,462 | $5,103-71.3% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $4,121 | $7,181-42.6% | $6,842-39.8% | $5,982-31.1% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |