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 8-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 | $74,391 | $105,126-29.2% | $94,646-21.4% | $139,434-46.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 17.00% | 38.03%-21.0pp | 156.71%-139.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $497 | $4,106-87.9% | $3,672-86.5% | $4,751-89.5% |
| Participant deferral / active EE | $5,594 | $7,599-26.4% | $7,418-24.6% | $6,710-16.6% |
| Admin fee / account holder | $60 | $8,984-99.3% | $7,231-99.2% | $11,403-99.5% |