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 | $68,392 | $175,202-61.0% | $149,673-54.3% | $139,434-51.0% |
| Participation rate | 19.0% | 83.4%-64.3pp | 78.8%-59.7pp | 80.3%-61.3pp |
| Annual return | 19.54% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,149 | $6,519-36.3% | $5,680-26.9% | $6,710-38.2% |
| Admin fee / account holder | $96 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |