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 | $217,218 | $99,921+117.4% | $85,009+155.5% | $145,959+48.8% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.6pp |
| Annual return | 13.37% | 83.89%-70.5pp | 66.47%-53.1pp | 561.95%-548.6pp |
| Employer contribution / active EE | $5,057 | $3,233+56.4% | $2,728+85.3% | $4,661+8.5% |
| Participant deferral / active EE | $16,607 | $5,293+213.8% | $4,522+267.3% | $6,689+148.3% |
| Admin fee / account holder | $7 | $7,252-99.9% | $6,153-99.9% | $13,398-99.9% |