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 | $21,043 | $111,535-81.1% | $105,223-80.0% | $137,256-84.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 67.73% | 237.85%-170.1pp | 180.65%-112.9pp | 220.34%-152.6pp |
| Employer contribution / active EE | $1,453 | $3,939-63.1% | $3,689-60.6% | $4,156-65.0% |
| Participant deferral / active EE | $7,922 | $5,500+44.0% | $5,072+56.2% | $6,407+23.7% |
| Admin fee / account holder | $136 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |