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 | $107,319 | $198,466-45.9% | $170,442-37.0% | $147,584-27.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.72% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,747 | $6,184-55.6% | $5,433-49.4% | $4,876-43.7% |
| Participant deferral / active EE | $7,875 | $5,629+39.9% | $4,939+59.4% | $5,439+44.8% |
| Admin fee / account holder | $184 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |