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 | $39,361 | $106,890-63.2% | $84,015-53.2% | $152,861-74.3% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 24.78% | 104.99%-80.2pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,004 | $2,734-63.3% | $1,983-49.4% | $4,762-78.9% |
| Participant deferral / active EE | $1,255 | $4,011-68.7% | $3,239-61.3% | $5,850-78.6% |
| Admin fee / account holder | $28 | $8,285-99.7% | $6,101-99.5% | $11,596-99.8% |