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 | $57,001 | $29,660+92.2% | $56,411+1.0% | $80,856-29.5% |
| Participation rate | 26.7% | 41.6%-15.0pp | 52.5%-25.8pp | 67.6%-41.0pp |
| Annual return | 12.12% | 35.23%-23.1pp | 1701.33%-1689.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $511 | $669-23.7% | $1,039-50.8% | $2,755-81.5% |
| Participant deferral / active EE | $1,896 | $1,226+54.7% | $1,952-2.9% | $4,296-55.9% |
| Admin fee / account holder | $256 | $2,428-89.4% | $2,829-90.9% | $6,918-96.3% |