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 7-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 | $169,191 | $72,071+134.8% | $68,368+147.5% | $137,256+23.3% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 13.98% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,076 | $2,788-61.4% | $2,649-59.4% | $4,156-74.1% |
| Participant deferral / active EE | $4,574 | $4,410+3.7% | $4,123+10.9% | $6,407-28.6% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |