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 | $34,897 | $228,332-84.7% | $185,823-81.2% | $158,922-78.0% |
| Participation rate | 47.6% | 82.3%-34.7pp | 78.0%-30.4pp | 82.0%-34.3pp |
| Annual return | 19.42% | 40.80%-21.4pp | 35.95%-16.5pp | 302.83%-283.4pp |
| Employer contribution / active EE | $601 | $4,967-87.9% | $4,087-85.3% | $4,761-87.4% |
| Participant deferral / active EE | $3,789 | $6,415-40.9% | $5,632-32.7% | $5,982-36.7% |
| Admin fee / account holder | $283 | $11,864-97.6% | $9,500-97.0% | $11,246-97.5% |