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 | $60,819 | $99,020-38.6% | $86,590-29.8% | $147,584-58.8% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 16.77% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,146 | $3,132-31.5% | $2,839-24.4% | $4,876-56.0% |
| Participant deferral / active EE | $8,779 | $3,972+121.0% | $3,609+143.3% | $5,439+61.4% |
| Admin fee / account holder | $22 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |