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 | $38,621 | $72,400-46.7% | $67,502-42.8% | $145,922-73.5% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 16.52% | 7182.46%-7165.9pp | 3512.12%-3495.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,525 | $3,069-50.3% | $2,731-44.2% | $4,660-67.3% |
| Participant deferral / active EE | $4,498 | $4,783-6.0% | $4,000+12.5% | $6,688-32.7% |
| Admin fee / account holder | $163 | $5,539-97.1% | $3,998-95.9% | $13,397-98.8% |