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 | $215,582 | $99,020+117.7% | $86,590+149.0% | $147,584+46.1% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 16.70% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $556 | $3,132-82.2% | $2,839-80.4% | $4,876-88.6% |
| Participant deferral / active EE | $5,366 | $3,972+35.1% | $3,609+48.7% | $5,439-1.3% |
| Admin fee / account holder | $190 | $5,710-96.7% | $4,906-96.1% | $10,885-98.3% |