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 | $43,535 | $165,912-73.8% | $122,332-64.4% | $147,584-70.5% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 461.02% | 34.55%+426.5pp | 30.27%+430.7pp | 578.55%-117.5pp |
| Employer contribution / active EE | $939 | $5,754-83.7% | $4,050-76.8% | $4,876-80.7% |
| Participant deferral / active EE | $3,571 | $4,005-10.8% | $3,287+8.6% | $5,439-34.3% |
| Admin fee / account holder | $260 | $7,424-96.5% | $5,478-95.2% | $10,885-97.6% |