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 | $46,470 | $105,998-56.2% | $92,233-49.6% | $147,584-68.5% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 16.67% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,411 | $4,333-67.4% | $3,679-61.7% | $4,876-71.1% |
| Participant deferral / active EE | $3,814 | $4,478-14.8% | $3,897-2.1% | $5,439-29.9% |
| Admin fee / account holder | $210 | $6,332-96.7% | $5,194-96.0% | $10,885-98.1% |