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 | $27,976 | $165,912-83.1% | $122,332-77.1% | $147,584-81.0% |
| Participation rate | 54.5% | 79.6%-25.0pp | 71.6%-17.1pp | 82.8%-28.3pp |
| Annual return | 17.21% | 34.55%-17.3pp | 30.27%-13.1pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,223 | $5,754-61.4% | $4,050-45.1% | $4,876-54.4% |
| Participant deferral / active EE | $4,431 | $4,005+10.6% | $3,287+34.8% | $5,439-18.5% |
| Admin fee / account holder | $118 | $7,424-98.4% | $5,478-97.9% | $10,885-98.9% |