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 | $171,973 | $101,069+70.2% | $81,478+111.1% | $147,584+16.5% |
| Participation rate | 16.7% | 74.5%-57.8pp | 68.0%-51.3pp | 82.8%-66.2pp |
| Annual return | 18.63% | 32.40%-13.8pp | 38.78%-20.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,027 | $3,205-68.0% | $2,568-60.0% | $4,876-78.9% |
| Participant deferral / active EE | $4,000 | $4,242-5.7% | $3,537+13.1% | $5,439-26.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |