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 | $37,673 | $76,407-50.7% | $150,298-74.9% | $82,448-54.3% |
| Participation rate | 44.4% | 66.4%-22.0pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 19.07% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,657 | $2,614-36.6% | $4,154-60.1% | $2,551-35.0% |
| Participant deferral / active EE | $3,430 | $3,214+6.7% | $5,453-37.1% | $4,139-17.1% |
| Admin fee / account holder | $263 | $6,352-95.9% | $14,116-98.1% | $7,234-96.4% |