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 | $58,263 | $201,272-71.1% | $184,203-68.4% | $145,922-60.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 23.72% | 29.00%-5.3pp | 28.81%-5.1pp | 561.29%-537.6pp |
| Employer contribution / active EE | $6,119 | $7,022-12.9% | $6,427-4.8% | $4,660+31.3% |
| Participant deferral / active EE | $9,830 | $9,806+0.3% | $9,131+7.7% | $6,688+47.0% |
| Admin fee / account holder | $91 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |