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 | $33,059 | $105,859-68.8% | $90,160-63.3% | $147,584-77.6% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 16.59% | 37.63%-21.0pp | 34.88%-18.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,608 | $4,126-61.0% | $3,318-51.6% | $4,876-67.0% |
| Participant deferral / active EE | $2,853 | $5,733-50.2% | $5,288-46.0% | $5,439-47.5% |
| Admin fee / account holder | $283 | $8,046-96.5% | $5,943-95.2% | $10,885-97.4% |