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 | $40,099 | $179,726-77.7% | $156,263-74.3% | $142,382-71.8% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 19.47% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,435 | $5,069-71.7% | $4,333-66.9% | $4,299-66.6% |
| Participant deferral / active EE | $5,012 | $6,956-27.9% | $6,158-18.6% | $6,507-23.0% |
| Admin fee / account holder | $204 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |