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 | $161,959 | $189,613-14.6% | $167,512-3.3% | $142,382+13.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 22.64% | 2024.68%-2002.0pp | 1615.79%-1593.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $535 | $4,349-87.7% | $3,882-86.2% | $4,299-87.6% |
| Participant deferral / active EE | $9,575 | $6,981+37.2% | $6,405+49.5% | $6,507+47.1% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |