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 6-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 | $21,359 | $37,426-42.9% | $77,482-72.4% | $79,858-73.3% |
| Participation rate | 19.6% | 41.5%-21.9pp | 54.2%-34.6pp | 69.6%-50.0pp |
| Annual return | 46.53% | 39.70%+6.8pp | 54.79%-8.3pp | 31.71%+14.8pp |
| Employer contribution / active EE | $375 | $637-41.1% | $986-62.0% | $2,471-84.8% |
| Participant deferral / active EE | $2,047 | $1,260+62.5% | $1,861+10.0% | $3,740-45.3% |
| Admin fee / account holder | $242 | $2,504-90.4% | $2,858-91.5% | $5,306-95.4% |