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 | $143,567 | $105,998+35.4% | $92,233+55.7% | $147,584-2.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 16.55% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,352 | $4,333-68.8% | $3,679-63.2% | $4,876-72.3% |
| Participant deferral / active EE | $7,617 | $4,478+70.1% | $3,897+95.5% | $5,439+40.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |