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 | $5,822 | $104,974-94.5% | $95,585-93.9% | $142,382-95.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 21.70% | 210.33%-188.6pp | 38.56%-16.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $518 | $2,779-81.4% | $2,527-79.5% | $4,299-88.0% |
| Participant deferral / active EE | $826 | $4,352-81.0% | $4,023-79.5% | $6,507-87.3% |
| Admin fee / account holder | $35 | $6,386-99.5% | $6,127-99.4% | $12,624-99.7% |