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 | $49,023 | $165,912-70.5% | $122,332-59.9% | $147,584-66.8% |
| Participation rate | 44.4% | 79.6%-35.1pp | 71.6%-27.2pp | 82.8%-38.4pp |
| Annual return | 18.21% | 34.55%-16.3pp | 30.27%-12.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $595 | $5,754-89.7% | $4,050-85.3% | $4,876-87.8% |
| Participant deferral / active EE | $2,943 | $4,005-26.5% | $3,287-10.5% | $5,439-45.9% |
| Admin fee / account holder | $38 | $7,424-99.5% | $5,478-99.3% | $10,885-99.7% |