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 6-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 | $47,976 | $202,432-76.3% | $169,368-71.7% | $139,434-65.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.28% | 531.74%-512.5pp | 405.60%-386.3pp | 372.94%-353.7pp |
| Employer contribution / active EE | $800 | $4,692-83.0% | $4,013-80.1% | $4,751-83.2% |
| Participant deferral / active EE | $3,990 | $6,938-42.5% | $6,221-35.9% | $6,710-40.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |