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 | $168,222 | $157,256+7.0% | $141,162+19.2% | $152,861+10.0% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.4%-23.4pp |
| Annual return | 23.02% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,033 | $5,261-42.3% | $4,735-35.9% | $4,762-36.3% |
| Participant deferral / active EE | $4,683 | $7,109-34.1% | $6,709-30.2% | $5,850-19.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |