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 | $191,753 | $65,409+193.2% | $98,442+94.8% | $85,850+123.4% |
| Participation rate | 15.0% | 65.0%-50.0pp | 73.3%-58.3pp | 69.3%-54.3pp |
| Annual return | 16.08% | 21.76%-5.7pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,257 | $3,166-60.3% | $4,276-70.6% | $3,952-68.2% |
| Admin fee / account holder | -$93 | $4,593-102.0% | $5,949-101.6% | $6,260-101.5% |