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 3-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 | $26,749 | $183,519-85.4% | $155,509-82.8% | $145,922-81.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 25.07% | 61.17%-36.1pp | 64.67%-39.6pp | 561.29%-536.2pp |
| Employer contribution / active EE | $1,209 | $5,313-77.2% | $4,672-74.1% | $4,660-74.0% |
| Participant deferral / active EE | $3,799 | $6,462-41.2% | $5,626-32.5% | $6,688-43.2% |
| Admin fee / account holder | $156 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |