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 | $35,463 | $107,015-66.9% | $73,545-51.8% | $147,584-76.0% |
| Participation rate | 21.7% | 66.4%-44.6pp | 54.9%-33.2pp | 82.8%-61.1pp |
| Annual return | 15.36% | 38.25%-22.9pp | -15.16%+30.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $690 | $1,760-60.8% | $1,219-43.4% | $4,876-85.9% |
| Participant deferral / active EE | $1,762 | $2,462-28.4% | $1,806-2.4% | $5,439-67.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |