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 | $59,799 | $150,440-60.3% | $136,294-56.1% | $147,584-59.5% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 18.63% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,912 | $5,256-44.6% | $4,695-38.0% | $4,876-40.3% |
| Participant deferral / active EE | $5,813 | $6,630-12.3% | $6,247-7.0% | $5,439+6.9% |
| Admin fee / account holder | $78 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |