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 | $23,844 | $183,519-87.0% | $155,509-84.7% | $145,922-83.7% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 22.49% | 61.17%-38.7pp | 64.67%-42.2pp | 561.29%-538.8pp |
| Employer contribution / active EE | $1,473 | $5,313-72.3% | $4,672-68.5% | $4,660-68.4% |
| Participant deferral / active EE | $2,577 | $6,462-60.1% | $5,626-54.2% | $6,688-61.5% |
| Admin fee / account holder | $99 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |