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 6-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 | $34,097 | $165,984-79.5% | $164,813-79.3% | $145,922-76.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.36% | 100.03%-80.7pp | 69.93%-50.6pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,185 | $5,273-58.6% | $4,341-49.7% | $4,660-53.1% |
| Participant deferral / active EE | $4,515 | $6,959-35.1% | $6,031-25.1% | $6,688-32.5% |
| Admin fee / account holder | $146 | $16,648-99.1% | $12,690-98.8% | $13,397-98.9% |