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 9-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 | $39,835 | $127,386-68.7% | $115,037-65.4% | $125,391-68.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.80% | 31.28%-30.5pp | 26.14%-25.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,090 | $5,166-78.9% | $4,608-76.3% | $4,866-77.6% |
| Participant deferral / active EE | $3,426 | $6,423-46.7% | $6,026-43.1% | $5,352-36.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |