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 | $166,950 | $99,020+68.6% | $86,590+92.8% | $147,584+13.1% |
| Participation rate | 38.9% | 76.3%-37.5pp | 73.5%-34.7pp | 82.8%-43.9pp |
| Annual return | 18.42% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,026 | $3,132-67.2% | $2,839-63.9% | $4,876-79.0% |
| Participant deferral / active EE | $2,669 | $3,972-32.8% | $3,609-26.0% | $5,439-50.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |