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 | $43,558 | $183,592-76.3% | $155,567-72.0% | $145,959-70.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.24% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,339 | $5,315-74.8% | $4,674-71.3% | $4,661-71.3% |
| Participant deferral / active EE | $5,064 | $6,464-21.7% | $5,628-10.0% | $6,689-24.3% |
| Admin fee / account holder | $80 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |