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 | $57,694 | $179,726-67.9% | $156,263-63.1% | $142,382-59.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 82.61% | 77.86%+4.7pp | 59.47%+23.1pp | 217.08%-134.5pp |
| Employer contribution / active EE | $3,175 | $5,069-37.4% | $4,333-26.7% | $4,299-26.1% |
| Participant deferral / active EE | $6,155 | $6,956-11.5% | $6,158-0.1% | $6,507-5.4% |
| Admin fee / account holder | $105 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |