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 | $42,715 | $117,859-63.8% | $102,438-58.3% | $145,959-70.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 10.05% | 31.72%-21.7pp | 29.37%-19.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,229 | $3,615-66.0% | $3,024-59.4% | $4,661-73.6% |
| Participant deferral / active EE | $3,317 | $5,732-42.1% | $5,054-34.4% | $6,689-50.4% |
| Admin fee / account holder | $20 | $13,318-99.8% | $9,448-99.8% | $13,398-99.9% |