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 | $42,820 | $93,571-54.2% | $135,903-68.5% | $75,163-43.0% |
| Participation rate | 34.6% | 75.2%-40.6pp | 81.9%-47.3pp | 67.2%-32.6pp |
| Annual return | 23.36% | 30.90%-7.5pp | 68.23%-44.9pp | 160.62%-137.3pp |
| Employer contribution / active EE | $949 | $3,537-73.2% | $4,856-80.5% | $2,670-64.5% |
| Participant deferral / active EE | $3,559 | $6,404-44.4% | $7,758-54.1% | $4,125-13.7% |
| Admin fee / account holder | $19 | $6,975-99.7% | $10,762-99.8% | $5,651-99.7% |