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 | $13,946 | $106,515-86.9% | $96,683-85.6% | $139,434-90.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 28.57% | 38.43%-9.9pp | 35.69%-7.1pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,700 | $4,103-58.6% | $3,737-54.5% | $4,751-64.2% |
| Participant deferral / active EE | $3,092 | $5,454-43.3% | $4,878-36.6% | $6,710-53.9% |
| Admin fee / account holder | $41 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |