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 | $76,466 | $159,602-52.1% | $150,045-49.0% | $142,382-46.3% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.3%-51.1pp | 80.1%-48.9pp |
| Annual return | 19.84% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,135 | $4,961-77.1% | $4,693-75.8% | $4,299-73.6% |
| Participant deferral / active EE | $2,667 | $8,310-67.9% | $7,997-66.6% | $6,507-59.0% |
| Admin fee / account holder | $216 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |