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 | $45,471 | $176,056-74.2% | $159,436-71.5% | $167,490-72.9% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 16.04% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,206 | $5,297-58.3% | $4,829-54.3% | $4,837-54.4% |
| Participant deferral / active EE | $7,379 | $7,750-4.8% | $7,352+0.4% | $6,341+16.4% |
| Admin fee / account holder | $24 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |