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 | $43,108 | $150,440-71.3% | $136,294-68.4% | $147,584-70.8% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 29.68% | 1049.08%-1019.4pp | 5155.94%-5126.3pp | 578.55%-548.9pp |
| Employer contribution / active EE | $1,719 | $5,256-67.3% | $4,695-63.4% | $4,876-64.7% |
| Participant deferral / active EE | $9,172 | $6,630+38.3% | $6,247+46.8% | $5,439+68.6% |
| Admin fee / account holder | $160 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |