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 | $35,707 | $51,638-30.9% | $68,368-47.8% | $82,448-56.7% |
| Participation rate | 27.3% | 63.6%-36.3pp | 73.8%-46.5pp | 68.1%-40.8pp |
| Annual return | 14.64% | 37.53%-22.9pp | 292.57%-277.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $385 | $2,047-81.2% | $2,649-85.5% | $2,551-84.9% |
| Participant deferral / active EE | $1,724 | $2,914-40.8% | $4,123-58.2% | $4,139-58.3% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |