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 | $236,291 | $117,983+100.3% | $101,794+132.1% | $142,382+66.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 11.30% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $480 | $2,773-82.7% | $2,289-79.0% | $4,299-88.8% |
| Participant deferral / active EE | $6,000 | $4,714+27.3% | $4,084+46.9% | $6,507-7.8% |
| Admin fee / account holder | $128 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |