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 | $103,893 | $159,901-35.0% | $146,958-29.3% | $145,922-28.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 31.09% | 98.13%-67.0pp | 418.34%-387.2pp | 561.29%-530.2pp |
| Employer contribution / active EE | $6,600 | $5,286+24.9% | $4,933+33.8% | $4,660+41.6% |
| Participant deferral / active EE | $11,250 | $8,428+33.5% | $8,070+39.4% | $6,688+68.2% |
| Admin fee / account holder | $122 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |