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 4-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 | $19,643 | $148,534-86.8% | $135,903-85.5% | $139,434-85.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 27.93% | 79.19%-51.3pp | 68.23%-40.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,670 | $5,243-49.1% | $4,856-45.0% | $4,751-43.8% |
| Participant deferral / active EE | $7,215 | $8,100-10.9% | $7,758-7.0% | $6,710+7.5% |
| Admin fee / account holder | $242 | $12,400-98.0% | $10,762-97.8% | $11,403-97.9% |