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 8-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 | $69,955 | $111,814-37.4% | $103,374-32.3% | $145,959-52.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.89%-11.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,435 | $4,214-66.0% | $3,869-62.9% | $4,661-69.2% |
| Participant deferral / active EE | $2,835 | $5,618-49.5% | $5,058-43.9% | $6,689-57.6% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |