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 | $76,677 | $105,859-27.6% | $90,160-15.0% | $147,584-48.0% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 116.17% | 37.63%+78.5pp | 34.88%+81.3pp | 578.55%-462.4pp |
| Employer contribution / active EE | $18,333 | $4,126+344.3% | $3,318+452.5% | $4,876+276.0% |
| Participant deferral / active EE | $11,167 | $5,733+94.8% | $5,288+111.2% | $5,439+105.3% |
| Admin fee / account holder | $279 | $8,046-96.5% | $5,943-95.3% | $10,885-97.4% |