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 | $184,105 | $43,723+321.1% | $121,196+51.9% | $64,186+186.8% |
| Participation rate | 30.0% | 58.3%-28.3pp | 71.7%-41.7pp | 69.6%-39.6pp |
| Annual return | -4.15% | 68.91%-73.1pp | 16.93%-21.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,200 | $1,296-7.4% | $4,022-70.2% | $2,381-49.6% |
| Participant deferral / active EE | $2,888 | $2,280+26.7% | $3,344-13.7% | $3,470-16.8% |
| Admin fee / account holder | $5 | $3,501-99.9% | $5,019-99.9% | $4,888-99.9% |