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 | $32,063 | $27,915+14.9% | $58,482-45.2% | $75,163-57.3% |
| Participation rate | 30.0% | 38.8%-8.8pp | 50.9%-20.9pp | 67.2%-37.2pp |
| Annual return | 17.75% | 44.20%-26.5pp | 4239.32%-4221.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $105 | $669-84.4% | $1,053-90.1% | $2,670-96.1% |
| Participant deferral / active EE | $756 | $1,201-37.1% | $1,924-60.7% | $4,125-81.7% |
| Admin fee / account holder | $20 | $1,726-98.8% | $2,516-99.2% | $5,651-99.6% |