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 | $27,608 | $175,202-84.2% | $149,673-81.6% | $139,434-80.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.78% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,047 | $5,474-44.3% | $4,818-36.7% | $4,751-35.9% |
| Participant deferral / active EE | $4,659 | $6,519-28.5% | $5,680-18.0% | $6,710-30.6% |
| Admin fee / account holder | $166 | $16,150-99.0% | $13,210-98.7% | $11,403-98.5% |