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 5-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 | $62,962 | $210,648-70.1% | $177,989-64.6% | $145,922-56.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 21.60% | 385.86%-364.3pp | 294.48%-272.9pp | 561.29%-539.7pp |
| Employer contribution / active EE | $3,107 | $4,565-31.9% | $3,949-21.3% | $4,660-33.3% |
| Participant deferral / active EE | $3,884 | $6,958-44.2% | $6,276-38.1% | $6,688-41.9% |
| Admin fee / account holder | $202 | $12,013-98.3% | $10,363-98.1% | $13,397-98.5% |