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 | $109,114 | $202,318-46.1% | $172,739-36.8% | $152,861-28.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 23.61% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,501 | $5,856-40.2% | $5,143-31.9% | $4,762-26.5% |
| Participant deferral / active EE | $12,667 | $5,948+113.0% | $5,198+143.7% | $5,850+116.5% |
| Admin fee / account holder | $24 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |