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 | $54,929 | $214,378-74.4% | $200,582-72.6% | $142,382-61.4% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 23.14% | 46.41%-23.3pp | 42.33%-19.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,838 | $6,841-29.3% | $6,419-24.6% | $4,299+12.5% |
| Participant deferral / active EE | $13,781 | $9,865+39.7% | $9,331+47.7% | $6,507+111.8% |
| Admin fee / account holder | $75 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |