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 | $54,919 | $106,890-48.6% | $84,015-34.6% | $152,861-64.1% |
| Participation rate | 69.6% | 75.2%-5.7pp | 69.0%+0.6pp | 82.4%-12.9pp |
| Annual return | 24.76% | 104.99%-80.2pp | 71.31%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,310 | $2,734-52.1% | $1,983-33.9% | $4,762-72.5% |
| Participant deferral / active EE | $1,827 | $4,011-54.5% | $3,239-43.6% | $5,850-68.8% |
| Admin fee / account holder | $145 | $8,285-98.3% | $6,101-97.6% | $11,596-98.8% |