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 6-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 | $47,449 | $88,751-46.5% | $81,812-42.0% | $145,922-67.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 24.17% | 1025.40%-1001.2pp | 773.79%-749.6pp | 561.29%-537.1pp |
| Employer contribution / active EE | $1,686 | $3,083-45.3% | $2,912-42.1% | $4,660-63.8% |
| Participant deferral / active EE | $3,380 | $4,643-27.2% | $4,319-21.7% | $6,688-49.5% |
| Admin fee / account holder | $232 | $8,415-97.2% | $7,386-96.9% | $13,397-98.3% |