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 7-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 | $22,071 | $115,770-80.9% | $101,248-78.2% | $158,922-86.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 20.85% | 56.14%-35.3pp | 46.47%-25.6pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,187 | $4,175-71.6% | $3,660-67.6% | $4,761-75.1% |
| Participant deferral / active EE | $4,437 | $4,957-10.5% | $4,370+1.5% | $5,982-25.8% |
| Admin fee / account holder | $16 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |