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 | $161,506 | $159,602+1.2% | $150,045+7.6% | $142,382+13.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 16.69% | 70.24%-53.5pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,586 | $4,961-68.0% | $4,693-66.2% | $4,299-63.1% |
| Participant deferral / active EE | $5,068 | $8,310-39.0% | $7,997-36.6% | $6,507-22.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |