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 | $39,847 | $150,440-73.5% | $136,294-70.8% | $147,584-73.0% |
| Participation rate | 65.0% | 84.4%-19.4pp | 81.9%-16.9pp | 82.8%-17.8pp |
| Annual return | 18.37% | 1049.08%-1030.7pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,923 | $5,256-63.4% | $4,695-59.0% | $4,876-60.6% |
| Participant deferral / active EE | $4,171 | $6,630-37.1% | $6,247-33.2% | $5,439-23.3% |
| Admin fee / account holder | $96 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |