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 | $40,445 | $156,846-74.2% | $121,098-66.6% | $139,434-71.0% |
| Participation rate | 26.7% | 76.4%-49.7pp | 69.5%-42.8pp | 80.3%-53.7pp |
| Annual return | 16.52% | 1474.56%-1458.0pp | 985.75%-969.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $981 | $5,536-82.3% | $4,164-76.4% | $4,751-79.3% |
| Participant deferral / active EE | $1,562 | $4,844-67.8% | $4,080-61.7% | $6,710-76.7% |
| Admin fee / account holder | $24 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |