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 | $108,837 | $63,346+71.8% | $92,233+18.0% | $70,131+55.2% |
| Participation rate | 17.9% | 68.7%-50.8pp | 76.5%-58.6pp | 69.5%-51.6pp |
| Annual return | 16.72% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,032 | $2,471-58.2% | $3,679-71.9% | $2,342-55.9% |
| Participant deferral / active EE | $1,960 | $2,854-31.3% | $3,897-49.7% | $3,332-41.2% |
| Admin fee / account holder | $3 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |