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 7-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 | $30,659 | $127,065-75.9% | $113,168-72.9% | $142,382-78.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 21.55% | 24.03%-2.5pp | 24.27%-2.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,855 | $3,442-46.1% | $2,975-37.7% | $4,299-56.9% |
| Participant deferral / active EE | $5,060 | $5,716-11.5% | $5,107-0.9% | $6,507-22.2% |
| Admin fee / account holder | $181 | $15,736-98.9% | $12,068-98.5% | $12,624-98.6% |