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 | $126,062 | $149,040-15.4% | $120,225+4.9% | $137,256-8.2% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 17.61% | 605.68%-588.1pp | 439.23%-421.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,026 | $4,350-30.4% | $3,475-12.9% | $4,156-27.2% |
| Participant deferral / active EE | $16,688 | $4,655+258.5% | $3,999+317.3% | $6,407+160.5% |
| Admin fee / account holder | $108 | $6,348-98.3% | $5,696-98.1% | $12,270-99.1% |