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 4-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 | $153,366 | $201,272-23.8% | $184,203-16.7% | $145,922+5.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.44% | 29.00%-7.6pp | 28.81%-7.4pp | 561.29%-539.8pp |
| Employer contribution / active EE | $5,425 | $7,022-22.7% | $6,427-15.6% | $4,660+16.4% |
| Participant deferral / active EE | $16,583 | $9,806+69.1% | $9,131+81.6% | $6,688+148.0% |
| Admin fee / account holder | $6 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |