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 | $248,499 | $115,770+114.6% | $101,248+145.4% | $158,922+56.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 9.89% | 56.14%-46.3pp | 46.47%-36.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,024 | $4,175-51.5% | $3,660-44.7% | $4,761-57.5% |
| Participant deferral / active EE | $3,189 | $4,957-35.7% | $4,370-27.0% | $5,982-46.7% |
| Admin fee / account holder | $30 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |