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 8-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 | $182,891 | $106,890+71.1% | $84,015+117.7% | $152,861+19.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 22.51% | 104.99%-82.5pp | 71.31%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $641 | $2,734-76.6% | $1,983-67.7% | $4,762-86.6% |
| Participant deferral / active EE | $2,144 | $4,011-46.6% | $3,239-33.8% | $5,850-63.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |