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 | $124,988 | $111,535+12.1% | $105,223+18.8% | $137,256-8.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 18.54% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $823 | $3,939-79.1% | $3,689-77.7% | $4,156-80.2% |
| Participant deferral / active EE | $4,336 | $5,500-21.2% | $5,072-14.5% | $6,407-32.3% |
| Admin fee / account holder | $47 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |