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 | $119,406 | $65,561+82.1% | $86,188+38.5% | $75,163+58.9% |
| Participation rate | 64.2% | 60.5%+3.7pp | 69.0%-4.8pp | 67.2%-3.0pp |
| Annual return | 22.62% | 46.05%-23.4pp | 1168.45%-1145.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,598 | $1,553+2.9% | $2,380-32.9% | $2,670-40.1% |
| Participant deferral / active EE | $7,228 | $3,024+139.1% | $3,985+81.4% | $4,125+75.2% |
| Admin fee / account holder | $282 | $5,474-94.8% | $6,852-95.9% | $5,651-95.0% |