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 | $27,552 | $74,888-63.2% | $71,209-61.3% | $142,382-80.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 19.68% | 345.14%-325.5pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,637 | $2,854-42.7% | $2,721-39.8% | $4,299-61.9% |
| Participant deferral / active EE | $2,783 | $4,454-37.5% | $4,175-33.3% | $6,507-57.2% |
| Admin fee / account holder | $291 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |