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 | $139,786 | $72,071+94.0% | $68,368+104.5% | $137,256+1.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 23.95% | 353.14%-329.2pp | 292.57%-268.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,244 | $2,788-55.4% | $2,649-53.0% | $4,156-70.1% |
| Participant deferral / active EE | $5,534 | $4,410+25.5% | $4,123+34.2% | $6,407-13.6% |
| Admin fee / account holder | $120 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |