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 5-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 | $109,532 | $74,888+46.3% | $71,209+53.8% | $142,382-23.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 18.42% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $918 | $2,854-67.8% | $2,721-66.3% | $4,299-78.7% |
| Participant deferral / active EE | $8,188 | $4,454+83.8% | $4,175+96.1% | $6,507+25.8% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |