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 | $24,686 | $74,888-67.0% | $71,209-65.3% | $142,382-82.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 30.65% | 345.14%-314.5pp | 282.51%-251.9pp | 217.08%-186.4pp |
| Employer contribution / active EE | $1,498 | $2,854-47.5% | $2,721-44.9% | $4,299-65.1% |
| Participant deferral / active EE | $2,219 | $4,454-50.2% | $4,175-46.9% | $6,507-65.9% |
| Admin fee / account holder | $27 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |