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 | $196,133 | $167,307+17.2% | $143,757+36.4% | $134,475+45.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -16.85% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,303 | $5,619-76.8% | $4,951-73.7% | $4,740-72.5% |
| Participant deferral / active EE | $4,779 | $6,446-25.9% | $5,637-15.2% | $6,400-25.3% |
| Admin fee / account holder | $192 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |