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 | $30,472 | $105,998-71.3% | $92,233-67.0% | $147,584-79.4% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 23.00% | 50.05%-27.0pp | 176.28%-153.3pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,180 | $4,333-72.8% | $3,679-67.9% | $4,876-75.8% |
| Participant deferral / active EE | $3,783 | $4,478-15.5% | $3,897-2.9% | $5,439-30.5% |
| Admin fee / account holder | $246 | $6,332-96.1% | $5,194-95.3% | $10,885-97.7% |