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 | $106,560 | $198,466-46.3% | $170,442-37.5% | $147,584-27.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 13.03% | 257.29%-244.3pp | 205.93%-192.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,562 | $6,184-58.6% | $5,433-52.8% | $4,876-47.5% |
| Participant deferral / active EE | $8,267 | $5,629+46.8% | $4,939+67.4% | $5,439+52.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |