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 | $62,388 | $172,111-63.8% | $150,298-58.5% | $137,256-54.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 23.84% | 69.37%-45.5pp | 62.79%-38.9pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,494 | $4,636-67.8% | $4,154-64.0% | $4,156-64.1% |
| Participant deferral / active EE | $27,022 | $6,166+338.3% | $5,453+395.6% | $6,407+321.8% |
| Admin fee / account holder | $93 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |