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 | $24,108 | $73,933-67.4% | $96,683-75.1% | $75,163-67.9% |
| Participation rate | 59.3% | 66.4%-7.2pp | 74.3%-15.1pp | 67.2%-7.9pp |
| Annual return | 29.19% | 26.70%+2.5pp | 35.69%-6.5pp | 160.62%-131.4pp |
| Employer contribution / active EE | $2,570 | $2,928-12.2% | $3,737-31.2% | $2,670-3.7% |
| Participant deferral / active EE | $5,512 | $3,659+50.7% | $4,878+13.0% | $4,125+33.6% |
| Admin fee / account holder | $93 | $5,216-98.2% | $6,730-98.6% | $5,651-98.4% |