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 4-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 | $7,693 | $97,125-92.1% | $86,233-91.1% | $137,256-94.4% |
| Participation rate | 41.2% | 74.2%-33.0pp | 69.0%-27.8pp | 80.0%-38.8pp |
| Annual return | 18.11% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $517 | $2,841-81.8% | $2,504-79.3% | $4,156-87.6% |
| Participant deferral / active EE | $1,762 | $5,180-66.0% | $4,559-61.4% | $6,407-72.5% |
| Admin fee / account holder | $245 | $9,725-97.5% | $8,342-97.1% | $12,270-98.0% |