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 | $93,187 | $112,881-17.4% | $90,951+2.5% | $158,922-41.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 28.99% | 215.79%-186.8pp | 134.60%-105.6pp | 302.83%-273.8pp |
| Employer contribution / active EE | $1,131 | $2,893-60.9% | $2,122-46.7% | $4,761-76.2% |
| Participant deferral / active EE | $1,476 | $4,128-64.2% | $3,373-56.2% | $5,982-75.3% |
| Admin fee / account holder | $10 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |