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 | $8,617 | $104,974-91.8% | $95,585-91.0% | $142,382-93.9% |
| Participation rate | 54.5% | 75.0%-20.4pp | 72.1%-17.5pp | 80.1%-25.6pp |
| Annual return | 33.43% | 210.33%-176.9pp | 38.56%-5.1pp | 217.08%-183.6pp |
| Employer contribution / active EE | $1,318 | $2,779-52.6% | $2,527-47.8% | $4,299-69.3% |
| Participant deferral / active EE | $3,230 | $4,352-25.8% | $4,023-19.7% | $6,507-50.4% |
| Admin fee / account holder | $107 | $6,386-98.3% | $6,127-98.3% | $12,624-99.2% |