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 | $140,582 | $105,998+32.6% | $92,233+52.4% | $147,584-4.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 16.42% | 50.05%-33.6pp | 176.28%-159.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,745 | $4,333-36.6% | $3,679-25.4% | $4,876-43.7% |
| Participant deferral / active EE | $5,028 | $4,478+12.3% | $3,897+29.0% | $5,439-7.5% |
| Admin fee / account holder | $65 | $6,332-99.0% | $5,194-98.8% | $10,885-99.4% |