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 5-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 | $22,095 | $105,126-79.0% | $94,646-76.7% | $139,434-84.2% |
| Participation rate | 56.3% | 82.4%-26.1pp | 80.8%-24.6pp | 80.3%-24.1pp |
| Annual return | 30.32% | 38.03%-7.7pp | 156.71%-126.4pp | 372.94%-342.6pp |
| Employer contribution / active EE | $2,768 | $4,106-32.6% | $3,672-24.6% | $4,751-41.7% |
| Participant deferral / active EE | $4,729 | $7,599-37.8% | $7,418-36.2% | $6,710-29.5% |
| Admin fee / account holder | $31 | $8,984-99.7% | $7,231-99.6% | $11,403-99.7% |