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 | $12,438 | $56,114-77.8% | $96,139-87.1% | $85,850-85.5% |
| Participation rate | 40.0% | 56.7%-16.7pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 58.92% | 42.30%+16.6pp | 191.94%-133.0pp | 318.53%-259.6pp |
| Employer contribution / active EE | $327 | $1,620-79.8% | $2,797-88.3% | $2,565-87.3% |
| Participant deferral / active EE | $3,220 | $2,859+12.6% | $4,349-26.0% | $3,952-18.5% |
| Admin fee / account holder | $99 | $3,768-97.4% | $5,537-98.2% | $6,260-98.4% |