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 8-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 | $98,932 | $76,785+28.8% | $56,441+75.3% | $145,959-32.2% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 9.97% | 3000.51%-2990.5pp | 1704.21%-1694.2pp | 561.95%-552.0pp |
| Employer contribution / active EE | $732 | $1,381-47.0% | $1,039-29.6% | $4,661-84.3% |
| Participant deferral / active EE | $9,150 | $2,624+248.7% | $1,953+368.5% | $6,689+36.8% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |