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 | $84,066 | $183,963-54.3% | $162,163-48.2% | $152,861-45.0% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.6%-26.4pp | 82.4%-21.3pp |
| Annual return | 27.04% | 150.76%-123.7pp | 115.59%-88.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,956 | $8,034-63.2% | $7,298-59.5% | $5,850-49.5% |
| Admin fee / account holder | $225 | $13,121-98.3% | $10,843-97.9% | $11,596-98.1% |