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 4-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 | $44,565 | $84,233-47.1% | $170,442-73.9% | $70,131-36.5% |
| Participation rate | 64.8% | 70.8%-6.0pp | 83.6%-18.8pp | 69.5%-4.7pp |
| Annual return | 22.28% | 23.06%-0.8pp | 205.93%-183.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $3,031 | $3,387-10.5% | $5,433-44.2% | $2,342+29.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $97 | $5,698-98.3% | $13,880-99.3% | $4,645-97.9% |