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 | $32,282 | $150,440-78.5% | $136,294-76.3% | $147,584-78.1% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 57.85% | 1049.08%-991.2pp | 5155.94%-5098.1pp | 578.55%-520.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,379 | $6,630-64.1% | $6,247-61.9% | $5,439-56.3% |
| Admin fee / account holder | $32 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |