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 | $27,053 | $154,228-82.5% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 18.29% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,023 | $4,804-57.9% | $4,554-55.6% | $4,156-51.3% |
| Participant deferral / active EE | $3,863 | $8,216-53.0% | $7,897-51.1% | $6,407-39.7% |
| Admin fee / account holder | $220 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |