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 | $137,284 | $72,071+90.5% | $68,368+100.8% | $137,2560% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 32.54% | 353.14%-320.6pp | 292.57%-260.0pp | 220.34%-187.8pp |
| Employer contribution / active EE | $656 | $2,788-76.5% | $2,649-75.2% | $4,156-84.2% |
| Participant deferral / active EE | $1,402 | $4,410-68.2% | $4,123-66.0% | $6,407-78.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |