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 6-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 | $73,685 | $172,111-57.2% | $150,298-51.0% | $137,256-46.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 94.17% | 69.37%+24.8pp | 62.79%+31.4pp | 220.34%-126.2pp |
| Employer contribution / active EE | $1,760 | $4,636-62.0% | $4,154-57.6% | $4,156-57.6% |
| Participant deferral / active EE | $5,416 | $6,166-12.2% | $5,453-0.7% | $6,407-15.5% |
| Admin fee / account holder | $67 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |