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 4-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 | $94,730 | $148,534-36.2% | $135,903-30.3% | $139,434-32.1% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.3pp | 80.3%-10.8pp |
| Annual return | 58.88% | 79.19%-20.3pp | 68.23%-9.4pp | 372.94%-314.1pp |
| Employer contribution / active EE | $1,538 | $5,243-70.7% | $4,856-68.3% | $4,751-67.6% |
| Participant deferral / active EE | $5,377 | $8,100-33.6% | $7,758-30.7% | $6,710-19.9% |
| Admin fee / account holder | $161 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |