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 | $86,767 | $49,922+73.8% | $80,569+7.7% | $75,163+15.4% |
| Participation rate | 21.3% | 55.3%-34.0pp | 67.0%-45.7pp | 67.2%-45.9pp |
| Annual return | 20.95% | 34.69%-13.7pp | 935.43%-914.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $685 | $1,698-59.7% | $2,723-74.8% | $2,670-74.3% |
| Participant deferral / active EE | $1,935 | $2,990-35.3% | $4,447-56.5% | $4,125-53.1% |
| Admin fee / account holder | $20 | $3,577-99.4% | $5,377-99.6% | $5,651-99.6% |