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 | $26,543 | $114,381-76.8% | $107,525-75.3% | $142,382-81.4% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 23.01% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,621 | $4,015-34.7% | $3,754-30.2% | $4,299-39.0% |
| Participant deferral / active EE | $4,745 | $5,564-14.7% | $5,116-7.2% | $6,507-27.1% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |