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 | $20,143 | $115,770-82.6% | $101,248-80.1% | $158,922-87.3% |
| Participation rate | 47.1% | 79.4%-32.3pp | 75.8%-28.7pp | 82.0%-34.9pp |
| Annual return | 55.97% | 56.14%-0.2pp | 46.47%+9.5pp | 302.83%-246.9pp |
| Employer contribution / active EE | $1,055 | $4,175-74.7% | $3,660-71.2% | $4,761-77.8% |
| Participant deferral / active EE | $2,732 | $4,957-44.9% | $4,370-37.5% | $5,982-54.3% |
| Admin fee / account holder | $239 | $7,245-96.7% | $5,945-96.0% | $11,246-97.9% |