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 9-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 | $20,984 | $108,642-80.7% | $74,701-71.9% | $152,861-86.3% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 25.00% | 114.06%-89.1pp | 752.92%-727.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,507 | $1,503+0.3% | $1,084+39.0% | $4,762-68.4% |
| Participant deferral / active EE | $3,962 | $2,712+46.1% | $1,964+101.8% | $5,850-32.3% |
| Admin fee / account holder | $61 | $4,902-98.8% | $3,333-98.2% | $11,596-99.5% |