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 | $53,527 | $96,635-44.6% | $86,612-38.2% | $139,434-61.6% |
| Participation rate | 46.7% | 74.4%-27.7pp | 71.7%-25.0pp | 80.3%-33.7pp |
| Annual return | 16.94% | 106.41%-89.5pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,171 | $3,263-64.1% | $3,022-61.3% | $4,751-75.4% |
| Participant deferral / active EE | $2,124 | $4,836-56.1% | $4,438-52.1% | $6,710-68.3% |
| Admin fee / account holder | $17 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |