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 7-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 | $31,058 | $73,933-58.0% | $96,683-67.9% | $75,163-58.7% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 21.07% | 26.70%-5.6pp | 35.69%-14.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,343 | $2,928-54.1% | $3,737-64.1% | $2,670-49.7% |
| Participant deferral / active EE | $1,887 | $3,659-48.4% | $4,878-61.3% | $4,125-54.3% |
| Admin fee / account holder | $20 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |