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 | $26,206 | $109,982-76.2% | $97,226-73.0% | $145,922-82.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 11.17% | 242.90%-231.7pp | 75.13%-64.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,193 | $3,084-61.3% | $2,729-56.3% | $4,660-74.4% |
| Participant deferral / active EE | $3,749 | $4,676-19.8% | $4,264-12.1% | $6,688-43.9% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.8% |