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 7-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 | $110,095 | $159,901-31.1% | $146,958-25.1% | $145,922-24.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 16.01% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,347 | $5,286-55.6% | $4,933-52.4% | $4,660-49.6% |
| Participant deferral / active EE | $3,604 | $8,428-57.2% | $8,070-55.3% | $6,688-46.1% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |