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 | $50,336 | $150,440-66.5% | $136,294-63.1% | $147,584-65.9% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 16.29% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $8,341 | $5,256+58.7% | $4,695+77.6% | $4,876+71.0% |
| Participant deferral / active EE | $2,447 | $6,630-63.1% | $6,247-60.8% | $5,439-55.0% |
| Admin fee / account holder | $150 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |