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 | $64,149 | $154,228-58.4% | $145,433-55.9% | $137,256-53.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 25.07% | 74.59%-49.5pp | 66.58%-41.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $9,334 | $4,804+94.3% | $4,554+104.9% | $4,156+124.6% |
| Participant deferral / active EE | $11,747 | $8,216+43.0% | $7,897+48.7% | $6,407+83.3% |
| Admin fee / account holder | $149 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |