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 7-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 | $64,316 | $197,591-67.5% | $177,821-63.8% | $158,922-59.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 27.86% | 58.76%-30.9pp | 48.32%-20.5pp | 302.83%-275.0pp |
| Employer contribution / active EE | $1,914 | $6,697-71.4% | $5,918-67.7% | $4,761-59.8% |
| Participant deferral / active EE | $17,333 | $8,405+106.2% | $7,714+124.7% | $5,982+189.8% |
| Admin fee / account holder | $63 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |