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 | $53,149 | $100,852-47.3% | $90,404-41.2% | $158,922-66.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 46.36% | 1724.20%-1677.8pp | 1293.02%-1246.7pp | 302.83%-256.5pp |
| Employer contribution / active EE | $729 | $3,689-80.2% | $3,262-77.7% | $4,761-84.7% |
| Participant deferral / active EE | $995 | $4,348-77.1% | $3,963-74.9% | $5,982-83.4% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |