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 | $113,797 | $100,852+12.8% | $90,404+25.9% | $158,922-28.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 161.62% | 1724.20%-1562.6pp | 1293.02%-1131.4pp | 302.83%-141.2pp |
| Employer contribution / active EE | $12,920 | $3,689+250.3% | $3,262+296.1% | $4,761+171.4% |
| Participant deferral / active EE | $8,333 | $4,348+91.7% | $3,963+110.3% | $5,982+39.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |