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 8-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 | $57,708 | $115,770-50.2% | $101,248-43.0% | $158,922-63.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 59.81% | 56.14%+3.7pp | 46.47%+13.3pp | 302.83%-243.0pp |
| Employer contribution / active EE | $19,968 | $4,175+378.3% | $3,660+445.6% | $4,761+319.4% |
| Participant deferral / active EE | $5,900 | $4,957+19.0% | $4,370+35.0% | $5,982-1.4% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |