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 | $17,958 | $102,966-82.6% | $90,281-80.1% | $152,861-88.3% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.4%-20.5pp |
| Annual return | 21.39% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,053 | $3,139-66.5% | $2,854-63.1% | $4,762-77.9% |
| Participant deferral / active EE | $1,314 | $4,281-69.3% | $3,885-66.2% | $5,850-77.5% |
| Admin fee / account holder | $17 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |