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 | $52,635 | $210,648-75.0% | $177,989-70.4% | $145,922-63.9% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 16.01% | 385.86%-369.8pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,896 | $4,565-36.6% | $3,949-26.7% | $4,660-37.8% |
| Participant deferral / active EE | $3,120 | $6,958-55.2% | $6,276-50.3% | $6,688-53.3% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |