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 4-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 | $47,935 | $110,261-56.5% | $95,745-49.9% | $139,434-65.6% |
| Participation rate | 47.4% | 75.8%-28.4pp | 72.3%-24.9pp | 80.3%-33.0pp |
| Annual return | 12.17% | 27.11%-14.9pp | 28.35%-16.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $928 | $3,257-71.5% | $2,835-67.3% | $4,751-80.5% |
| Participant deferral / active EE | $1,631 | $4,676-65.1% | $4,245-61.6% | $6,710-75.7% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |