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 | $23,562 | $159,602-85.2% | $150,045-84.3% | $142,382-83.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 26.73% | 70.24%-43.5pp | 62.55%-35.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $3,121 | $4,961-37.1% | $4,693-33.5% | $4,299-27.4% |
| Participant deferral / active EE | $4,577 | $8,310-44.9% | $7,997-42.8% | $6,507-29.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |