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 | $22,916 | $107,334-78.7% | $92,893-75.3% | $152,861-85.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 26.24% | 145.58%-119.3pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,089 | $4,221-74.2% | $3,653-70.2% | $4,762-77.1% |
| Participant deferral / active EE | $4,175 | $4,845-13.8% | $4,236-1.4% | $5,850-28.6% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |