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 | $63,777 | $157,256-59.4% | $141,162-54.8% | $152,861-58.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 22.09% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,412 | $5,261-35.1% | $4,735-27.9% | $4,762-28.4% |
| Participant deferral / active EE | $6,851 | $7,109-3.6% | $6,709+2.1% | $5,850+17.1% |
| Admin fee / account holder | $255 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |