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 8-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 | $43,128 | $111,754-61.4% | $103,333-58.3% | $145,922-70.4% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 13.54% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,075 | $4,212-74.5% | $3,868-72.2% | $4,660-76.9% |
| Participant deferral / active EE | $4,301 | $5,619-23.5% | $5,057-15.0% | $6,688-35.7% |
| Admin fee / account holder | $5 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |