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 | $107,225 | $97,757+9.7% | $83,848+27.9% | $135,375-20.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | 13.84% | 1287.37%-1273.5pp | 850.88%-837.0pp | 519.73%-505.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,581 | $4,682-66.2% | $4,082-61.3% | $5,609-71.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |