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 8-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 | $30,249 | $96,305-68.6% | $80,569-62.5% | $139,434-78.3% |
| Participation rate | 45.8% | 73.6%-27.8pp | 67.0%-21.2pp | 80.3%-34.5pp |
| Annual return | 14.98% | 1350.08%-1335.1pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,096 | $3,262-66.4% | $2,723-59.8% | $4,751-76.9% |
| Participant deferral / active EE | $3,474 | $5,232-33.6% | $4,447-21.9% | $6,710-48.2% |
| Admin fee / account holder | $34 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |