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 | $106,841 | $106,8900% | $84,015+27.2% | $152,861-30.1% |
| Participation rate | 63.6% | 75.2%-11.6pp | 69.0%-5.4pp | 82.4%-18.8pp |
| Annual return | 24.96% | 104.99%-80.0pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $993 | $2,734-63.7% | $1,983-49.9% | $4,762-79.2% |
| Participant deferral / active EE | $2,396 | $4,011-40.3% | $3,239-26.0% | $5,850-59.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |