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 | $161,859 | $202,318-20.0% | $172,739-6.3% | $152,861+5.9% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.4%-51.2pp |
| Annual return | 22.39% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,262 | $5,856-78.4% | $5,143-75.5% | $4,762-73.5% |
| Participant deferral / active EE | $3,773 | $5,948-36.6% | $5,198-27.4% | $5,850-35.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |