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 | $65,809 | $165,335-60.2% | $149,696-56.0% | $158,922-58.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.07% | 348.15%-329.1pp | 276.60%-257.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $10,952 | $5,103+114.6% | $4,644+135.8% | $4,761+130.0% |
| Participant deferral / active EE | $13,000 | $7,181+81.0% | $6,842+90.0% | $5,982+117.3% |
| Admin fee / account holder | $182 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |