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 | $137,256 | $90,600+51.5% | $79,464+72.7% | $135,375+1.4% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | 3.12% | 977.43%-974.3pp | 718.14%-715.0pp | 519.73%-516.6pp |
| Employer contribution / active EE | $210 | $3,068-93.1% | $2,800-92.5% | $4,779-95.6% |
| Participant deferral / active EE | $4,799 | $4,050+18.5% | $3,704+29.6% | $5,609-14.4% |
| Admin fee / account holder | $5 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |