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 | $25,220 | $105,126-76.0% | $94,646-73.4% | $139,434-81.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 23.63% | 38.03%-14.4pp | 156.71%-133.1pp | 372.94%-349.3pp |
| Employer contribution / active EE | $3,099 | $4,106-24.5% | $3,672-15.6% | $4,751-34.8% |
| Participant deferral / active EE | $8,322 | $7,599+9.5% | $7,418+12.2% | $6,710+24.0% |
| Admin fee / account holder | $41 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |