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 5-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 | $129,079 | $159,901-19.3% | $146,958-12.2% | $145,922-11.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 10.56% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,466 | $5,286-72.3% | $4,933-70.3% | $4,660-68.5% |
| Participant deferral / active EE | $4,206 | $8,428-50.1% | $8,070-47.9% | $6,688-37.1% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |