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 | $27,130 | $109,817-75.3% | $98,442-72.4% | $167,490-83.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 16.92% | 1956.69%-1939.8pp | 1492.73%-1475.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,903 | $3,224-41.0% | $2,960-35.7% | $4,837-60.7% |
| Participant deferral / active EE | $6,593 | $4,673+41.1% | $4,276+54.2% | $6,341+4.0% |
| Admin fee / account holder | $188 | $6,753-97.2% | $5,949-96.8% | $12,309-98.5% |