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 | $31,951 | $74,888-57.3% | $71,209-55.1% | $142,382-77.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 16.55% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $866 | $2,854-69.7% | $2,721-68.2% | $4,299-79.9% |
| Participant deferral / active EE | $10,701 | $4,454+140.2% | $4,175+156.3% | $6,507+64.5% |
| Admin fee / account holder | $290 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |