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 9-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 | $222,821 | $190,805+16.8% | $159,960+39.3% | $134,475+65.7% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 15.65% | 552.23%-536.6pp | 408.60%-393.0pp | 417.96%-402.3pp |
| Employer contribution / active EE | $2,160 | $4,995-56.8% | $4,226-48.9% | $4,740-54.4% |
| Participant deferral / active EE | $2,855 | $6,923-58.8% | $6,182-53.8% | $6,400-55.4% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |