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 | $53,096 | $179,726-70.5% | $156,263-66.0% | $142,382-62.7% |
| Participation rate | 31.3% | 82.1%-50.8pp | 78.9%-47.7pp | 80.1%-48.9pp |
| Annual return | 21.76% | 77.86%-56.1pp | 59.47%-37.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,411 | $5,069-72.2% | $4,333-67.4% | $4,299-67.2% |
| Participant deferral / active EE | $5,166 | $6,956-25.7% | $6,158-16.1% | $6,507-20.6% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |