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 | $37,923 | $176,056-78.5% | $159,436-76.2% | $167,490-77.4% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 20.17% | 331.75%-311.6pp | 263.57%-243.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $3,632 | $5,297-31.4% | $4,829-24.8% | $4,837-24.9% |
| Participant deferral / active EE | $9,079 | $7,750+17.1% | $7,352+23.5% | $6,341+43.2% |
| Admin fee / account holder | $25 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |