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 9-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 | $100,282 | $114,381-12.3% | $107,525-6.7% | $142,382-29.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 18.01% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,279 | $4,015-43.2% | $3,754-39.3% | $4,299-47.0% |
| Participant deferral / active EE | $5,717 | $5,564+2.7% | $5,116+11.8% | $6,507-12.1% |
| Admin fee / account holder | $286 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |