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 6-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 | $136,215 | $150,197-9.3% | $120,368+13.2% | $145,959-6.7% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 18.90% | 154.26%-135.4pp | 107.26%-88.4pp | 561.95%-543.1pp |
| Employer contribution / active EE | $1,854 | $4,350-57.4% | $3,465-46.5% | $4,661-60.2% |
| Participant deferral / active EE | $5,166 | $6,174-16.3% | $4,991+3.5% | $6,689-22.8% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |