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 | $59,513 | $107,015-44.4% | $73,545-19.1% | $147,584-59.7% |
| Participation rate | 30.0% | 66.4%-36.4pp | 54.9%-24.9pp | 82.8%-52.8pp |
| Annual return | 20.40% | 38.25%-17.9pp | -15.16%+35.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,551 | $1,760+44.9% | $1,219+109.2% | $4,876-47.7% |
| Participant deferral / active EE | $2,551 | $2,462+3.6% | $1,806+41.2% | $5,439-53.1% |
| Admin fee / account holder | $165 | $3,055-94.6% | $2,320-92.9% | $10,885-98.5% |