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 10-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 | $51,478 | $152,587-66.3% | $125,175-58.9% | $152,861-66.3% |
| Participation rate | 20.0% | 83.3%-63.3pp | 79.8%-59.8pp | 82.4%-62.4pp |
| Annual return | 28.65% | 54.84%-26.2pp | 43.79%-15.1pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,657 | $4,946-66.5% | $3,865-57.1% | $4,762-65.2% |
| Participant deferral / active EE | $2,486 | $5,868-57.6% | $4,937-49.6% | $5,850-57.5% |
| Admin fee / account holder | $100 | $13,434-99.3% | $9,702-99.0% | $11,596-99.1% |