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 | $25,649 | $177,572-85.6% | $154,803-83.4% | $142,382-82.0% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 16.37% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,255 | $4,810-73.9% | $4,305-70.9% | $4,299-70.8% |
| Participant deferral / active EE | $3,990 | $6,272-36.4% | $5,540-28.0% | $6,507-38.7% |
| Admin fee / account holder | $103 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |