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 | $17,451 | $105,998-83.5% | $92,233-81.1% | $147,584-88.2% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.5%-11.5pp | 82.8%-17.8pp |
| Annual return | 27.13% | 50.05%-22.9pp | 176.28%-149.1pp | 578.55%-551.4pp |
| Employer contribution / active EE | $1,711 | $4,333-60.5% | $3,679-53.5% | $4,876-64.9% |
| Participant deferral / active EE | $4,822 | $4,478+7.7% | $3,897+23.7% | $5,439-11.3% |
| Admin fee / account holder | $138 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |