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 | $135,936 | $135,9520% | $123,892+9.7% | $273,961-50.4% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 9.54% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $6,543 | $5,170+26.6% | $4,617+41.7% | $4,869+34.4% |
| Participant deferral / active EE | $6,775 | $6,343+6.8% | $5,984+13.2% | $5,287+28.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |