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 | $78,828 | $124,281-36.6% | $109,143-27.8% | $167,490-52.9% |
| Participation rate | 41.7% | 79.4%-37.8pp | 75.9%-34.2pp | 82.1%-40.4pp |
| Annual return | 11.87% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $858 | $4,207-79.6% | $3,722-76.9% | $4,837-82.3% |
| Participant deferral / active EE | $2,065 | $5,255-60.7% | $4,653-55.6% | $6,341-67.4% |
| Admin fee / account holder | $210 | $7,970-97.4% | $6,752-96.9% | $12,309-98.3% |