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 | $83,164 | $110,502-24.7% | $80,716+3.0% | $167,490-50.3% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 65.52% | 120.54%-55.0pp | 87.28%-21.8pp | 478.56%-413.0pp |
| Employer contribution / active EE | $504 | $1,543-67.3% | $1,160-56.6% | $4,837-89.6% |
| Participant deferral / active EE | $504 | $2,871-82.4% | $2,146-76.5% | $6,341-92.1% |
| Admin fee / account holder | $20 | $4,545-99.6% | $3,380-99.4% | $12,309-99.8% |