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 | $122,009 | $175,202-30.4% | $149,673-18.5% | $139,434-12.5% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 18.48% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,910 | $5,474-65.1% | $4,818-60.3% | $4,751-59.8% |
| Participant deferral / active EE | $4,327 | $6,519-33.6% | $5,680-23.8% | $6,710-35.5% |
| Admin fee / account holder | $27 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |