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 | $163,844 | $84,695+93.5% | $73,843+121.9% | $125,391+30.7% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -2.59% | 3123.53%-3126.1pp | 2267.84%-2270.4pp | 282.22%-284.8pp |
| Employer contribution / active EE | $15,697 | $3,123+402.6% | $2,787+463.1% | $4,866+222.6% |
| Participant deferral / active EE | $9,826 | $3,992+146.1% | $3,583+174.2% | $5,352+83.6% |
| Admin fee / account holder | -$165 | $5,691-102.9% | $4,880-103.4% | $9,540-101.7% |