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 3-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 | $38,900 | $29,660+31.2% | $56,411-31.0% | $80,856-51.9% |
| Participation rate | 20.6% | 41.6%-21.1pp | 52.5%-31.9pp | 67.6%-47.0pp |
| Annual return | 13.00% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $300 | $669-55.2% | $1,039-71.1% | $2,755-89.1% |
| Participant deferral / active EE | $1,378 | $1,226+12.4% | $1,952-29.4% | $4,296-67.9% |
| Admin fee / account holder | $20 | $2,428-99.2% | $2,829-99.3% | $6,918-99.7% |