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 8-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 | $27,974 | $61,605-54.6% | $112,229-75.1% | $75,163-62.8% |
| Participation rate | 50.0% | 61.7%-11.7pp | 72.4%-22.4pp | 67.2%-17.2pp |
| Annual return | 16.06% | 28.47%-12.4pp | 30.20%-14.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,095 | $2,015-45.7% | $3,430-68.1% | $2,670-59.0% |
| Participant deferral / active EE | $2,355 | $3,108-24.2% | $4,798-50.9% | $4,125-42.9% |
| Admin fee / account holder | $123 | $4,862-97.5% | $7,748-98.4% | $5,651-97.8% |