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 9-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 | $40,438 | $27,915+44.9% | $58,482-30.9% | $75,163-46.2% |
| Participation rate | 43.2% | 38.8%+4.4pp | 50.9%-7.6pp | 67.2%-23.9pp |
| Annual return | 21.07% | 44.20%-23.1pp | 4239.32%-4218.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $913 | $669+36.5% | $1,053-13.3% | $2,670-65.8% |
| Participant deferral / active EE | $1,350 | $1,201+12.4% | $1,924-29.8% | $4,125-67.3% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |