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 8-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 | $179,579 | $88,710+102.4% | $81,783+119.6% | $145,959+23.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 26.38% | 1027.26%-1000.9pp | 775.05%-748.7pp | 561.95%-535.6pp |
| Employer contribution / active EE | $8,426 | $3,083+173.3% | $2,913+189.3% | $4,661+80.8% |
| Participant deferral / active EE | $18,591 | $4,645+300.3% | $4,320+330.3% | $6,689+178.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |