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 | $68,611 | $171,865-60.1% | $149,718-54.2% | $147,584-53.5% |
| Participation rate | 46.2% | 88.2%-42.0pp | 87.1%-40.9pp | 82.8%-36.7pp |
| Annual return | 51.17% | 2113.22%-2062.0pp | 1501.63%-1450.5pp | 578.55%-527.4pp |
| Employer contribution / active EE | $3,277 | $6,275-47.8% | $5,445-39.8% | $4,876-32.8% |
| Participant deferral / active EE | $5,138 | $7,271-29.3% | $6,569-21.8% | $5,439-5.5% |
| Admin fee / account holder | $118 | $13,799-99.1% | $11,283-99.0% | $10,885-98.9% |