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 4-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 | $15,785 | $85,022-81.4% | $70,515-77.6% | $139,434-88.7% |
| Participation rate | 61.5% | 73.9%-12.4pp | 68.3%-6.8pp | 80.3%-18.8pp |
| Annual return | 21.55% | 30.38%-8.8pp | 32.77%-11.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,417 | $3,909-63.7% | $2,973-52.3% | $4,751-70.2% |
| Participant deferral / active EE | $3,083 | $5,890-47.7% | $4,567-32.5% | $6,710-54.1% |
| Admin fee / account holder | $73 | $8,906-99.2% | $6,412-98.9% | $11,403-99.4% |