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 | $25,695 | $165,335-84.5% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 35.33% | 348.15%-312.8pp | 276.60%-241.3pp | 302.83%-267.5pp |
| Employer contribution / active EE | $2,700 | $5,103-47.1% | $4,644-41.9% | $4,761-43.3% |
| Participant deferral / active EE | $3,376 | $7,181-53.0% | $6,842-50.7% | $5,982-43.6% |
| Admin fee / account holder | $161 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |