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 | $71,709 | $159,901-55.2% | $146,958-51.2% | $145,922-50.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.0pp |
| Annual return | 16.33% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,665 | $5,286-68.5% | $4,933-66.3% | $4,660-64.3% |
| Participant deferral / active EE | $6,682 | $8,428-20.7% | $8,070-17.2% | $6,688-0.1% |
| Admin fee / account holder | $110 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |