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 | $54,863 | $202,318-72.9% | $172,739-68.2% | $152,861-64.1% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 35.81% | 1029.65%-993.8pp | 802.84%-767.0pp | 345.32%-309.5pp |
| Employer contribution / active EE | $2,662 | $5,856-54.5% | $5,143-48.2% | $4,762-44.1% |
| Participant deferral / active EE | $4,672 | $5,948-21.5% | $5,198-10.1% | $5,850-20.1% |
| Admin fee / account holder | $211 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |