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 | $53,693 | $202,318-73.5% | $172,739-68.9% | $152,861-64.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 26.08% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,625 | $5,856-72.3% | $5,143-68.4% | $4,762-65.9% |
| Participant deferral / active EE | $4,308 | $5,948-27.6% | $5,198-17.1% | $5,850-26.4% |
| Admin fee / account holder | $290 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |