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 6-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 | $26,523 | $118,849-77.7% | $96,562-72.5% | $167,490-84.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 17.26% | 50.49%-33.2pp | 37.78%-20.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,028 | $3,120-35.0% | $2,356-13.9% | $4,837-58.1% |
| Participant deferral / active EE | $5,864 | $4,616+27.0% | $3,849+52.4% | $6,341-7.5% |
| Admin fee / account holder | $138 | $8,065-98.3% | $6,181-97.8% | $12,309-98.9% |