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 | $45,721 | $105,998-56.9% | $92,233-50.4% | $147,584-69.0% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 18.93% | 50.05%-31.1pp | 176.28%-157.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,507 | $4,333-65.2% | $3,679-59.0% | $4,876-69.1% |
| Participant deferral / active EE | $3,952 | $4,478-11.7% | $3,897+1.4% | $5,439-27.3% |
| Admin fee / account holder | $218 | $6,332-96.6% | $5,194-95.8% | $10,885-98.0% |