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 | $11,916 | $57,541-79.3% | $95,745-87.6% | $75,163-84.1% |
| Participation rate | 59.4% | 62.5%-3.1pp | 72.3%-12.9pp | 67.2%-7.8pp |
| Annual return | 27.39% | 34.93%-7.5pp | 28.35%-1.0pp | 160.62%-133.2pp |
| Employer contribution / active EE | $1,040 | $1,808-42.5% | $2,835-63.3% | $2,670-61.0% |
| Participant deferral / active EE | $3,270 | $3,074+6.4% | $4,245-23.0% | $4,125-20.7% |
| Admin fee / account holder | $60 | $4,099-98.5% | $5,678-98.9% | $5,651-98.9% |