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 | $20,496 | $99,020-79.3% | $86,590-76.3% | $147,584-86.1% |
| Participation rate | 59.1% | 76.3%-17.2pp | 73.5%-14.5pp | 82.8%-23.7pp |
| Annual return | 21.99% | 1312.34%-1290.3pp | 964.84%-942.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,202 | $3,132-61.6% | $2,839-57.7% | $4,876-75.3% |
| Participant deferral / active EE | $1,469 | $3,972-63.0% | $3,609-59.3% | $5,439-73.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |