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 7-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 | $166,325 | $102,604+62.1% | $86,188+93.0% | $139,434+19.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 17.03% | 1922.51%-1905.5pp | 1168.45%-1151.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $860 | $3,032-71.6% | $2,380-63.9% | $4,751-81.9% |
| Participant deferral / active EE | $11,375 | $4,676+143.3% | $3,985+185.4% | $6,710+69.5% |
| Admin fee / account holder | $300 | $8,657-96.5% | $6,852-95.6% | $11,403-97.4% |