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 | $75,004 | $104,251-28.1% | $91,001-17.6% | $147,584-49.2% |
| Participation rate | 69.2% | 78.2%-9.0pp | 75.6%-6.4pp | 82.8%-13.6pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,370 | $3,116-23.9% | $2,456-3.5% | $4,876-51.4% |
| Participant deferral / active EE | $5,991 | $4,195+42.8% | $3,547+68.9% | $5,439+10.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |