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 | $37,850 | $104,907-63.9% | $84,611-55.3% | $152,861-75.2% |
| Participation rate | 61.9% | 74.8%-12.9pp | 68.2%-6.3pp | 82.4%-20.5pp |
| Annual return | 19.29% | 373.79%-354.5pp | 258.74%-239.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,215 | $3,302-63.2% | $2,652-54.2% | $4,762-74.5% |
| Participant deferral / active EE | $3,856 | $4,688-17.7% | $3,899-1.1% | $5,850-34.1% |
| Admin fee / account holder | $200 | $6,241-96.8% | $4,912-95.9% | $11,596-98.3% |