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 | $111,284 | $150,440-26.0% | $136,294-18.3% | $147,584-24.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 24.08% | 1049.08%-1025.0pp | 5155.94%-5131.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $14,784 | $5,256+181.3% | $4,695+214.8% | $4,876+203.2% |
| Participant deferral / active EE | $9,248 | $6,630+39.5% | $6,247+48.0% | $5,439+70.0% |
| Admin fee / account holder | -$257 | $10,905-102.4% | $9,243-102.8% | $10,885-102.4% |