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 | $208,395 | $101,283+105.8% | $75,826+174.8% | $135,375+53.9% |
| Participation rate | 28.6% | 72.7%-44.2pp | 68.2%-39.6pp | 82.6%-54.1pp |
| Annual return | 15.41% | 3384.62%-3369.2pp | 1914.15%-1898.7pp | 519.73%-504.3pp |
| Employer contribution / active EE | $787 | $2,382-67.0% | $1,913-58.9% | $4,779-83.5% |
| Participant deferral / active EE | $5,286 | $3,469+52.4% | $2,862+84.7% | $5,609-5.8% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |