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 | $36,301 | $217,402-83.3% | $185,823-80.5% | $167,490-78.3% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 12.97% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,236 | $5,873-79.0% | $5,167-76.1% | $4,837-74.5% |
| Participant deferral / active EE | $2,627 | $6,356-58.7% | $5,568-52.8% | $6,341-58.6% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |