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 | $111,108 | $202,318-45.1% | $172,739-35.7% | $152,861-27.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 16.06% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,025 | $5,856-65.4% | $5,143-60.6% | $4,762-57.5% |
| Participant deferral / active EE | $4,428 | $5,948-25.6% | $5,198-14.8% | $5,850-24.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |