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 | $83,547 | $118,680-29.6% | $98,907-15.5% | $158,922-47.4% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 23.92% | 372.35%-348.4pp | 196.43%-172.5pp | 302.83%-278.9pp |
| Employer contribution / active EE | $971 | $3,333-70.9% | $2,689-63.9% | $4,761-79.6% |
| Participant deferral / active EE | $1,456 | $5,088-71.4% | $4,244-65.7% | $5,982-75.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |