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 9-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 | $48,317 | $90,348-46.5% | $75,972-36.4% | $145,922-66.9% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.7pp |
| Annual return | 13.18% | 620.88%-607.7pp | 359.55%-346.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,165 | $3,311-64.8% | $2,685-56.6% | $4,660-75.0% |
| Participant deferral / active EE | $3,025 | $5,162-41.4% | $4,255-28.9% | $6,688-54.8% |
| Admin fee / account holder | $19 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |