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 | $60,422 | $63,346-4.6% | $92,233-34.5% | $70,131-13.8% |
| Participation rate | 47.1% | 68.7%-21.6pp | 76.5%-29.4pp | 69.5%-22.5pp |
| Annual return | 19.95% | 530.12%-510.2pp | 176.28%-156.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $4,019 | $2,471+62.6% | $3,679+9.2% | $2,342+71.6% |
| Participant deferral / active EE | $3,493 | $2,854+22.4% | $3,897-10.4% | $3,332+4.8% |
| Admin fee / account holder | $127 | $3,840-96.7% | $5,194-97.5% | $4,645-97.3% |