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 | $70,045 | $100,773-30.5% | $88,946-21.2% | $142,382-50.8% |
| Participation rate | 52.9% | 74.3%-21.3pp | 68.8%-15.9pp | 80.1%-27.2pp |
| Annual return | 17.15% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,592 | $2,918-11.2% | $2,555+1.4% | $4,299-39.7% |
| Participant deferral / active EE | $7,494 | $5,230+43.3% | $4,581+63.6% | $6,507+15.2% |
| Admin fee / account holder | $293 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |