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 7-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 | $47,291 | $111,814-57.7% | $103,374-54.3% | $145,959-67.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.51% | 24.77%-14.3pp | 24.89%-14.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $922 | $4,214-78.1% | $3,869-76.2% | $4,661-80.2% |
| Participant deferral / active EE | $2,521 | $5,618-55.1% | $5,058-50.2% | $6,689-62.3% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |