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 | $65,598 | $34,308+91.2% | $74,701-12.2% | $72,985-10.1% |
| Participation rate | 14.3% | 42.4%-28.1pp | 54.5%-40.2pp | 69.5%-55.2pp |
| Annual return | 22.29% | 26.58%-4.3pp | 752.92%-730.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $269 | $692-61.1% | $1,084-75.2% | $2,440-89.0% |
| Participant deferral / active EE | $1,964 | $1,271+54.5% | $1,9640% | $3,607-45.6% |
| Admin fee / account holder | $16 | $2,124-99.3% | $3,333-99.5% | $5,124-99.7% |