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 | $20,425 | $112,881-81.9% | $90,951-77.5% | $158,922-87.1% |
| Participation rate | 61.1% | 74.7%-13.6pp | 69.0%-7.9pp | 82.0%-20.8pp |
| Annual return | 40.31% | 215.79%-175.5pp | 134.60%-94.3pp | 302.83%-262.5pp |
| Employer contribution / active EE | $1,295 | $2,893-55.3% | $2,122-39.0% | $4,761-72.8% |
| Participant deferral / active EE | $6,101 | $4,128+47.8% | $3,373+80.9% | $5,982+2.0% |
| Admin fee / account holder | $119 | $8,041-98.5% | $5,959-98.0% | $11,246-98.9% |