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 | $54,980 | $114,381-51.9% | $107,525-48.9% | $142,382-61.4% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 20.96% | 242.71%-221.7pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,050 | $4,015-24.0% | $3,754-18.8% | $4,299-29.1% |
| Participant deferral / active EE | $8,370 | $5,564+50.4% | $5,116+63.6% | $6,507+28.6% |
| Admin fee / account holder | $2 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |