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 | $58,952 | $177,572-66.8% | $154,803-61.9% | $142,382-58.6% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 23.83% | 65.07%-41.2pp | 58.88%-35.1pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,417 | $4,810-70.6% | $4,305-67.1% | $4,299-67.1% |
| Participant deferral / active EE | $3,837 | $6,272-38.8% | $5,540-30.8% | $6,507-41.0% |
| Admin fee / account holder | $114 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |