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 7-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 | $64,998 | $202,432-67.9% | $169,368-61.6% | $139,434-53.4% |
| Participation rate | 22.2% | 81.1%-58.8pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | 29.66% | 531.74%-502.1pp | 405.60%-375.9pp | 372.94%-343.3pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,500 | $6,938-64.0% | $6,221-59.8% | $6,710-62.7% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |