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 | $58,867 | $209,832-71.9% | $189,513-68.9% | $167,490-64.9% |
| Participation rate | 65.0% | 88.7%-23.7pp | 87.8%-22.8pp | 82.1%-17.1pp |
| Annual return | 17.15% | 748.27%-731.1pp | 555.15%-538.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $6,551 | $6,914-5.3% | $6,162+6.3% | $4,837+35.4% |
| Participant deferral / active EE | $5,867 | $8,935-34.3% | $8,221-28.6% | $6,341-7.5% |
| Admin fee / account holder | $48 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |