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 | $83,610 | $202,318-58.7% | $172,739-51.6% | $152,861-45.3% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.4%-28.6pp |
| Annual return | 60.34% | 1029.65%-969.3pp | 802.84%-742.5pp | 345.32%-285.0pp |
| Employer contribution / active EE | $2,123 | $5,856-63.7% | $5,143-58.7% | $4,762-55.4% |
| Participant deferral / active EE | $3,290 | $5,948-44.7% | $5,198-36.7% | $5,850-43.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |