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 | $15,711 | $102,966-84.7% | $90,281-82.6% | $152,861-89.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 34.14% | 95.16%-61.0pp | 78.10%-44.0pp | 345.32%-311.2pp |
| Employer contribution / active EE | $1,294 | $3,139-58.8% | $2,854-54.7% | $4,762-72.8% |
| Participant deferral / active EE | $3,564 | $4,281-16.8% | $3,885-8.3% | $5,850-39.1% |
| Admin fee / account holder | $6 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |