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 6-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 | $24,837 | $111,754-77.8% | $103,333-76.0% | $145,922-83.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.16% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,817 | $4,212-56.9% | $3,868-53.0% | $4,660-61.0% |
| Participant deferral / active EE | $1,926 | $5,619-65.7% | $5,057-61.9% | $6,688-71.2% |
| Admin fee / account holder | $112 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |