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 7-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 | $30,434 | $70,669-56.9% | $169,368-82.0% | $75,163-59.5% |
| Participation rate | 48.7% | 64.8%-16.1pp | 77.1%-28.5pp | 67.2%-18.5pp |
| Annual return | 22.07% | 36.36%-14.3pp | 405.60%-383.5pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,173 | $2,211-47.0% | $4,013-70.8% | $2,670-56.1% |
| Participant deferral / active EE | $2,558 | $4,311-40.7% | $6,221-58.9% | $4,125-38.0% |
| Admin fee / account holder | $234 | $5,402-95.7% | $9,003-97.4% | $5,651-95.9% |