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 | $47,805 | $150,440-68.2% | $136,294-64.9% | $147,584-67.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 24.57% | 1049.08%-1024.5pp | 5155.94%-5131.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,014 | $5,256-80.7% | $4,695-78.4% | $4,876-79.2% |
| Participant deferral / active EE | $3,224 | $6,630-51.4% | $6,247-48.4% | $5,439-40.7% |
| Admin fee / account holder | $137 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |