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 | $63,846 | $109,817-41.9% | $98,442-35.1% | $167,490-61.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 20.44% | 1956.69%-1936.2pp | 1492.73%-1472.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $2,031 | $3,224-37.0% | $2,960-31.4% | $4,837-58.0% |
| Participant deferral / active EE | $3,986 | $4,673-14.7% | $4,276-6.8% | $6,341-37.1% |
| Admin fee / account holder | $75 | $6,753-98.9% | $5,949-98.7% | $12,309-99.4% |