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 5-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 | $98,752 | $214,378-53.9% | $200,582-50.8% | $142,382-30.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 21.48% | 46.41%-24.9pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $11,368 | $6,841+66.2% | $6,419+77.1% | $4,299+164.4% |
| Participant deferral / active EE | $11,070 | $9,865+12.2% | $9,331+18.6% | $6,507+70.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |