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 | $32,250 | $176,056-81.7% | $159,436-79.8% | $167,490-80.7% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 21.39% | 331.75%-310.4pp | 263.57%-242.2pp | 478.56%-457.2pp |
| Employer contribution / active EE | $2,654 | $5,297-49.9% | $4,829-45.1% | $4,837-45.1% |
| Participant deferral / active EE | $6,149 | $7,750-20.7% | $7,352-16.4% | $6,341-3.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |