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 | $36,425 | $176,056-79.3% | $159,436-77.2% | $167,490-78.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 23.47% | 331.75%-308.3pp | 263.57%-240.1pp | 478.56%-455.1pp |
| Employer contribution / active EE | $4,154 | $5,297-21.6% | $4,829-14.0% | $4,837-14.1% |
| Participant deferral / active EE | $5,193 | $7,750-33.0% | $7,352-29.4% | $6,341-18.1% |
| Admin fee / account holder | $221 | $12,554-98.2% | $10,799-98.0% | $12,309-98.2% |