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 3-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 | $51,650 | $201,272-74.3% | $184,203-72.0% | $145,922-64.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.02% | 29.00%-10.0pp | 28.81%-9.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $4,185 | $7,022-40.4% | $6,427-34.9% | $4,660-10.2% |
| Participant deferral / active EE | $5,235 | $9,806-46.6% | $9,131-42.7% | $6,688-21.7% |
| Admin fee / account holder | $64 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |