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 | $61,118 | $209,411-70.8% | $178,490-65.8% | $158,922-61.5% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 28.31% | 188.75%-160.4pp | 151.07%-122.8pp | 302.83%-274.5pp |
| Employer contribution / active EE | $3,168 | $5,706-44.5% | $5,011-36.8% | $4,761-33.5% |
| Participant deferral / active EE | $8,334 | $5,954+40.0% | $5,202+60.2% | $5,982+39.3% |
| Admin fee / account holder | $26 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |