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 5-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 | $34,093 | $70,606-51.7% | $53,898-36.7% | $142,382-76.1% |
| Participation rate | 63.6% | 63.7%-0.1pp | 55.0%+8.7pp | 80.1%-16.5pp |
| Annual return | 21.01% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $813 | $1,202-32.4% | $932-12.8% | $4,299-81.1% |
| Participant deferral / active EE | $2,465 | $2,364+4.3% | $1,826+35.0% | $6,507-62.1% |
| Admin fee / account holder | $67 | $2,852-97.7% | $2,491-97.3% | $12,624-99.5% |