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 4-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 | $25,932 | $210,648-87.7% | $177,989-85.4% | $145,922-82.2% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 18.57% | 385.86%-367.3pp | 294.48%-275.9pp | 561.29%-542.7pp |
| Employer contribution / active EE | $4,029 | $4,565-11.7% | $3,949+2.0% | $4,660-13.5% |
| Participant deferral / active EE | $4,312 | $6,958-38.0% | $6,276-31.3% | $6,688-35.5% |
| Admin fee / account holder | $76 | $12,013-99.4% | $10,363-99.3% | $13,397-99.4% |