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 | $81,971 | $109,327-25.0% | $89,391-8.3% | $158,922-48.4% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 18.06% | 345.68%-327.6pp | 245.62%-227.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,529 | $3,170-51.8% | $2,586-40.9% | $4,761-67.9% |
| Participant deferral / active EE | $1,911 | $4,598-58.4% | $3,890-50.9% | $5,982-68.1% |
| Admin fee / account holder | $111 | $6,153-98.2% | $4,881-97.7% | $11,246-99.0% |