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 | $37,026 | $109,982-66.3% | $97,226-61.9% | $145,922-74.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 13.58% | 242.90%-229.3pp | 75.13%-61.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,306 | $3,084-25.2% | $2,729-15.5% | $4,660-50.5% |
| Participant deferral / active EE | $3,925 | $4,676-16.1% | $4,264-7.9% | $6,688-41.3% |
| Admin fee / account holder | $61 | $6,221-99.0% | $5,654-98.9% | $13,397-99.5% |