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 | $150,067 | $99,020+51.6% | $86,590+73.3% | $147,584+1.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 22.61% | 1312.34%-1289.7pp | 964.84%-942.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,025 | $3,132-67.3% | $2,839-63.9% | $4,876-79.0% |
| Participant deferral / active EE | $7,833 | $3,972+97.2% | $3,609+117.1% | $5,439+44.0% |
| Admin fee / account holder | $157 | $5,710-97.3% | $4,906-96.8% | $10,885-98.6% |