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 5-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 | $22,193 | $148,534-85.1% | $135,903-83.7% | $139,434-84.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 26.44% | 79.19%-52.7pp | 68.23%-41.8pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,600 | $5,243-69.5% | $4,856-67.1% | $4,751-66.3% |
| Participant deferral / active EE | $5,867 | $8,100-27.6% | $7,758-24.4% | $6,710-12.6% |
| Admin fee / account holder | $50 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |