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 | $137,059 | $100,852+35.9% | $90,404+51.6% | $158,922-13.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 18.48% | 1724.20%-1705.7pp | 1293.02%-1274.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,832 | $3,689-23.2% | $3,262-13.2% | $4,761-40.5% |
| Participant deferral / active EE | $3,937 | $4,348-9.4% | $3,963-0.7% | $5,982-34.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |