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 4-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 | $18,769 | $77,899-75.9% | $149,673-87.5% | $75,163-75.0% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 26.86% | 31.72%-4.9pp | 134.42%-107.6pp | 160.62%-133.8pp |
| Employer contribution / active EE | $1,852 | $3,137-41.0% | $4,818-61.6% | $2,670-30.6% |
| Participant deferral / active EE | $5,016 | $3,411+47.1% | $5,680-11.7% | $4,125+21.6% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |