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 | $110,051 | $106,515+3.3% | $96,683+13.8% | $139,434-21.1% |
| Participation rate | 41.2% | 77.8%-36.7pp | 74.3%-33.2pp | 80.3%-39.1pp |
| Annual return | 26.75% | 38.43%-11.7pp | 35.69%-8.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,349 | $4,103-67.1% | $3,737-63.9% | $4,751-71.6% |
| Participant deferral / active EE | $3,626 | $5,454-33.5% | $4,878-25.7% | $6,710-46.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |