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 9-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 | $109,401 | $105,859+3.3% | $90,160+21.3% | $147,584-25.9% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.2pp | 82.8%-19.2pp |
| Annual return | 21.36% | 37.63%-16.3pp | 34.88%-13.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,024 | $4,126-51.0% | $3,318-39.0% | $4,876-58.5% |
| Participant deferral / active EE | $6,994 | $5,733+22.0% | $5,288+32.3% | $5,439+28.6% |
| Admin fee / account holder | $13 | $8,046-99.8% | $5,943-99.8% | $10,885-99.9% |