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 | $137,420 | $114,381+20.1% | $107,525+27.8% | $142,382-3.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 21.61% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,490 | $4,015-38.0% | $3,754-33.7% | $4,299-42.1% |
| Participant deferral / active EE | $4,456 | $5,564-19.9% | $5,116-12.9% | $6,507-31.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |