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 | $37,184 | $81,460-54.4% | $103,333-64.0% | $80,856-54.0% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 15.09% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,340 | $3,105-56.9% | $3,868-65.4% | $2,755-51.4% |
| Participant deferral / active EE | $3,107 | $3,869-19.7% | $5,057-38.6% | $4,296-27.7% |
| Admin fee / account holder | $6 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |