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 5-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 | $83,270 | $185,822-55.2% | $169,993-51.0% | $139,434-40.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 26.28% | 60.50%-34.2pp | 53.37%-27.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $6,375 | $7,590-16.0% | $6,785-6.0% | $4,751+34.2% |
| Participant deferral / active EE | $6,375 | $11,622-45.1% | $10,408-38.7% | $6,710-5.0% |
| Admin fee / account holder | $104 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |