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 5-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 | $39,760 | $183,592-78.3% | $155,567-74.4% | $145,959-72.8% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 15.16% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,862 | $5,315-65.0% | $4,674-60.2% | $4,661-60.1% |
| Participant deferral / active EE | $3,657 | $6,464-43.4% | $5,628-35.0% | $6,689-45.3% |
| Admin fee / account holder | $289 | $19,318-98.5% | $15,916-98.2% | $13,398-97.8% |