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 | $40,578 | $53,822-24.6% | $75,696-46.4% | $85,850-52.7% |
| Participation rate | 56.7% | 69.1%-12.4pp | 74.8%-18.2pp | 69.3%-12.6pp |
| Annual return | 17.37% | 24.54%-7.2pp | 104.53%-87.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,129 | $2,017-44.0% | $2,743-58.8% | $2,565-56.0% |
| Participant deferral / active EE | $5,351 | $2,895+84.8% | $3,821+40.0% | $3,952+35.4% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |