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 | $51,717 | $176,662-70.7% | $130,648-60.4% | $152,861-66.2% |
| Participation rate | 41.7% | 79.0%-37.3pp | 71.7%-30.1pp | 82.4%-40.8pp |
| Annual return | 23.90% | 2692.24%-2668.3pp | 1708.96%-1685.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $802 | $5,742-86.0% | $4,092-80.4% | $4,762-83.2% |
| Participant deferral / active EE | $3,107 | $4,361-28.8% | $3,603-13.8% | $5,850-46.9% |
| Admin fee / account holder | $4 | $7,133-99.9% | $5,464-99.9% | $11,596-100.0% |