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 | $74,204 | $114,047-34.9% | $96,139-22.8% | $167,490-55.7% |
| Participation rate | 10.0% | 75.1%-65.1pp | 68.4%-58.4pp | 82.1%-72.1pp |
| Annual return | 19.00% | 189.88%-170.9pp | 191.94%-172.9pp | 478.56%-459.6pp |
| Employer contribution / active EE | $713 | $3,427-79.2% | $2,797-74.5% | $4,837-85.3% |
| Participant deferral / active EE | $3,148 | $5,194-39.4% | $4,349-27.6% | $6,341-50.4% |
| Admin fee / account holder | $20 | $6,897-99.7% | $5,537-99.6% | $12,309-99.8% |