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 6-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 | $27,557 | $88,751-69.0% | $81,812-66.3% | $145,922-81.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 23.61% | 1025.40%-1001.8pp | 773.79%-750.2pp | 561.29%-537.7pp |
| Employer contribution / active EE | $847 | $3,083-72.5% | $2,912-70.9% | $4,660-81.8% |
| Participant deferral / active EE | $2,277 | $4,643-51.0% | $4,319-47.3% | $6,688-65.9% |
| Admin fee / account holder | $136 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |