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 | $44,298 | $202,318-78.1% | $172,739-74.4% | $152,861-71.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 17.90% | 1029.65%-1011.8pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,140 | $5,856-46.4% | $5,143-38.9% | $4,762-34.1% |
| Participant deferral / active EE | $7,850 | $5,948+32.0% | $5,198+51.0% | $5,850+34.2% |
| Admin fee / account holder | $112 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |