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 | $34,083 | $76,738-55.6% | $56,411-39.6% | $145,922-76.6% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.6pp | 80.3%-59.4pp |
| Annual return | 21.21% | 2994.23%-2973.0pp | 1701.33%-1680.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $621 | $1,380-55.0% | $1,039-40.3% | $4,660-86.7% |
| Participant deferral / active EE | $1,845 | $2,623-29.7% | $1,952-5.5% | $6,688-72.4% |
| Admin fee / account holder | $1 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |