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 | $224,676 | $168,632+33.2% | $147,614+52.2% | $125,391+79.2% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 1.79% | 77.65%-75.9pp | 61.98%-60.2pp | 282.22%-280.4pp |
| Employer contribution / active EE | $2,005 | $6,252-67.9% | $5,564-64.0% | $4,866-58.8% |
| Participant deferral / active EE | $13,668 | $5,507+148.2% | $4,895+179.2% | $5,352+155.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |