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 | $24,308 | $148,534-83.6% | $135,903-82.1% | $139,434-82.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 26.12% | 79.19%-53.1pp | 68.23%-42.1pp | 372.94%-346.8pp |
| Employer contribution / active EE | $3,007 | $5,243-42.7% | $4,856-38.1% | $4,751-36.7% |
| Participant deferral / active EE | $5,120 | $8,100-36.8% | $7,758-34.0% | $6,710-23.7% |
| Admin fee / account holder | $82 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |