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 | $73,884 | $100,901-26.8% | $75,670-2.4% | $147,584-49.9% |
| Participation rate | 42.9% | 77.1%-34.3pp | 72.3%-29.5pp | 82.8%-40.0pp |
| Annual return | 103.43% | 35.78%+67.6pp | 27.34%+76.1pp | 578.55%-475.1pp |
| Employer contribution / active EE | $1,800 | $3,253-44.7% | $2,352-23.5% | $4,876-63.1% |
| Participant deferral / active EE | $3,503 | $4,027-13.0% | $3,142+11.5% | $5,439-35.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |