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 9-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 | $193,256 | $99,877+93.5% | $84,966+127.5% | $145,922+32.4% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.7pp |
| Annual return | 17.72% | 83.76%-66.0pp | 66.38%-48.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,857 | $3,231-42.5% | $2,727-31.9% | $4,660-60.1% |
| Participant deferral / active EE | $3,316 | $5,291-37.3% | $4,519-26.6% | $6,688-50.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |