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 | $42,443 | $171,865-75.3% | $149,718-71.7% | $147,584-71.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 19.23% | 2113.22%-2094.0pp | 1501.63%-1482.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,494 | $6,275-60.3% | $5,445-54.2% | $4,876-48.8% |
| Participant deferral / active EE | $8,107 | $7,271+11.5% | $6,569+23.4% | $5,439+49.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |