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 10-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 | $22,888 | $177,572-87.1% | $154,803-85.2% | $142,382-83.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 67.57% | 65.07%+2.5pp | 58.88%+8.7pp | 217.08%-149.5pp |
| Employer contribution / active EE | $1,240 | $4,810-74.2% | $4,305-71.2% | $4,299-71.1% |
| Participant deferral / active EE | $10,954 | $6,272+74.7% | $5,540+97.7% | $6,507+68.3% |
| Admin fee / account holder | $125 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |