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 | $50,463 | $108,172-53.3% | $77,482-34.9% | $158,922-68.2% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 32.75% | 31.67%+1.1pp | 54.79%-22.0pp | 302.83%-270.1pp |
| Employer contribution / active EE | $1,163 | $1,325-12.2% | $986+17.9% | $4,761-75.6% |
| Participant deferral / active EE | $9,750 | $2,456+297.0% | $1,861+423.9% | $5,982+63.0% |
| Admin fee / account holder | $8 | $3,708-99.8% | $2,858-99.7% | $11,246-99.9% |