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 3-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 | $40,676 | $100,773-59.6% | $88,946-54.3% | $142,382-71.4% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 20.55% | 70.18%-49.6pp | 57.82%-37.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $624 | $2,918-78.6% | $2,555-75.6% | $4,299-85.5% |
| Participant deferral / active EE | $3,109 | $5,230-40.6% | $4,581-32.1% | $6,507-52.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |