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 | $113,657 | $68,097+66.9% | $62,929+80.6% | $137,256-17.2% |
| Participation rate | 58.3% | 77.4%-19.1pp | 73.1%-14.8pp | 80.0%-21.6pp |
| Annual return | 19.84% | 1859.11%-1839.3pp | 1063.93%-1044.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $6,763 | $2,811+140.6% | $2,505+170.0% | $4,156+62.7% |
| Participant deferral / active EE | $7,865 | $4,553+72.8% | $3,888+102.3% | $6,407+22.8% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |