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 | $234,821 | $60,022+291.2% | $88,946+164.0% | $84,808+176.9% |
| Participation rate | 11.4% | 57.8%-46.5pp | 68.8%-57.5pp | 68.3%-56.9pp |
| Annual return | 16.37% | 22.43%-6.1pp | 57.82%-41.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $706 | $1,703-58.5% | $2,555-72.4% | $2,631-73.2% |
| Participant deferral / active EE | $1,671 | $3,114-46.3% | $4,581-63.5% | $4,212-60.3% |
| Admin fee / account holder | $0 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |