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 | $53,915 | $114,047-52.7% | $96,139-43.9% | $167,490-67.8% |
| Participation rate | 44.4% | 75.1%-30.6pp | 68.4%-24.0pp | 82.1%-37.7pp |
| Annual return | 11.98% | 189.88%-177.9pp | 191.94%-180.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,217 | $3,427-64.5% | $2,797-56.5% | $4,837-74.8% |
| Participant deferral / active EE | $1,436 | $5,194-72.3% | $4,349-67.0% | $6,341-77.4% |
| Admin fee / account holder | $8 | $6,897-99.9% | $5,537-99.9% | $12,309-99.9% |