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 | $110,257 | $112,096-1.6% | $95,952+14.9% | $158,922-30.6% |
| Participation rate | 56.5% | 79.0%-22.5pp | 77.1%-20.6pp | 82.0%-25.4pp |
| Annual return | 16.61% | 171.09%-154.5pp | 91.61%-75.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,750 | $3,198-14.0% | $2,541+8.2% | $4,761-42.2% |
| Participant deferral / active EE | $6,895 | $4,784+44.1% | $4,167+65.5% | $5,982+15.3% |
| Admin fee / account holder | $280 | $10,130-97.2% | $6,795-95.9% | $11,246-97.5% |