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 | $50,826 | $102,966-50.6% | $90,281-43.7% | $152,861-66.8% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 27.03% | 95.16%-68.1pp | 78.10%-51.1pp | 345.32%-318.3pp |
| Employer contribution / active EE | $965 | $3,139-69.2% | $2,854-66.2% | $4,762-79.7% |
| Participant deferral / active EE | $1,889 | $4,281-55.9% | $3,885-51.4% | $5,850-67.7% |
| Admin fee / account holder | $11 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |