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 | $42,190 | $179,726-76.5% | $156,263-73.0% | $142,382-70.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 19.12% | 77.86%-58.7pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,067 | $5,069-19.8% | $4,333-6.1% | $4,299-5.4% |
| Participant deferral / active EE | $6,083 | $6,956-12.6% | $6,158-1.2% | $6,507-6.5% |
| Admin fee / account holder | $54 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |