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 | $117,124 | $81,248+44.2% | $155,509-24.7% | $80,856+44.9% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 11.09% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $8,508 | $3,100+174.4% | $4,672+82.1% | $2,755+208.8% |
| Participant deferral / active EE | $3,233 | $3,452-6.3% | $5,626-42.5% | $4,296-24.7% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |