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 | $55,172 | $157,256-64.9% | $141,162-60.9% | $152,861-63.9% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.4%-27.9pp |
| Annual return | 82.63% | 64.32%+18.3pp | 71.39%+11.2pp | 345.32%-262.7pp |
| Employer contribution / active EE | $1,781 | $5,261-66.1% | $4,735-62.4% | $4,762-62.6% |
| Participant deferral / active EE | $6,143 | $7,109-13.6% | $6,709-8.4% | $5,850+5.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |