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 | $69,869 | $148,534-53.0% | $135,903-48.6% | $139,434-49.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 23.64% | 79.19%-55.6pp | 68.23%-44.6pp | 372.94%-349.3pp |
| Employer contribution / active EE | $3,068 | $5,243-41.5% | $4,856-36.8% | $4,751-35.4% |
| Participant deferral / active EE | $10,051 | $8,100+24.1% | $7,758+29.6% | $6,710+49.8% |
| Admin fee / account holder | $287 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |