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 7-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 | $30,549 | $209,411-85.4% | $178,490-82.9% | $158,922-80.8% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 16.33% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,643 | $5,706-71.2% | $5,011-67.2% | $4,761-65.5% |
| Participant deferral / active EE | $6,750 | $5,954+13.4% | $5,202+29.8% | $5,982+12.8% |
| Admin fee / account holder | $118 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |