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 | $48,693 | $102,966-52.7% | $90,281-46.1% | $152,861-68.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 25.61% | 95.16%-69.5pp | 78.10%-52.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,345 | $3,139-57.1% | $2,854-52.9% | $4,762-71.7% |
| Participant deferral / active EE | $3,352 | $4,281-21.7% | $3,885-13.7% | $5,850-42.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |