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 5-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 | $31,151 | $117,841-73.6% | $102,423-69.6% | $145,922-78.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 15.48% | 31.65%-16.2pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,606 | $3,615-0.2% | $3,023+19.3% | $4,660-22.6% |
| Participant deferral / active EE | $4,693 | $5,731-18.1% | $5,053-7.1% | $6,688-29.8% |
| Admin fee / account holder | $40 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |