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 | $98,191 | $72,400+35.6% | $67,502+45.5% | $145,922-32.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 10.86% | 7182.46%-7171.6pp | 3512.12%-3501.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,265 | $3,069-58.8% | $2,731-53.7% | $4,660-72.9% |
| Participant deferral / active EE | $2,499 | $4,783-47.7% | $4,000-37.5% | $6,688-62.6% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |