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 | $214,383 | $105,998+102.3% | $92,233+132.4% | $147,584+45.3% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 19.17% | 50.05%-30.9pp | 176.28%-157.1pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,056 | $4,333-52.5% | $3,679-44.1% | $4,876-57.8% |
| Participant deferral / active EE | $6,333 | $4,478+41.4% | $3,897+62.5% | $5,439+16.4% |
| Admin fee / account holder | $271 | $6,332-95.7% | $5,194-94.8% | $10,885-97.5% |