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 | $66,454 | $73,515-9.6% | $62,995+5.5% | $147,584-55.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 17.85% | 175.43%-157.6pp | 87.57%-69.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $315 | $3,320-90.5% | $2,759-88.6% | $4,876-93.5% |
| Participant deferral / active EE | $7,515 | $4,185+79.6% | $3,329+125.7% | $5,439+38.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |