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 | $25,736 | $81,460-68.4% | $103,333-75.1% | $80,856-68.2% |
| Participation rate | 59.4% | 66.8%-7.5pp | 74.5%-15.1pp | 67.6%-8.3pp |
| Annual return | 15.37% | 25.55%-10.2pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,464 | $3,105-20.6% | $3,868-36.3% | $2,755-10.5% |
| Participant deferral / active EE | $4,599 | $3,869+18.9% | $5,057-9.1% | $4,296+7.1% |
| Admin fee / account holder | $45 | $6,566-99.3% | $8,355-99.5% | $6,918-99.3% |