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 5-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 | $73,695 | $138,044-46.6% | $125,339-41.2% | $134,475-45.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -11.67% | 750.33%-762.0pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,411 | $5,243-34.9% | $4,814-29.1% | $4,740-28.0% |
| Participant deferral / active EE | $10,588 | $7,799+35.8% | $7,446+42.2% | $6,400+65.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |