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 | $35,831 | $89,753-60.1% | $107,525-66.7% | $84,808-57.8% |
| Participation rate | 54.1% | 68.1%-14.0pp | 75.1%-21.0pp | 68.3%-14.3pp |
| Annual return | 33.48% | 29.48%+4.0pp | 181.32%-147.8pp | 40.90%-7.4pp |
| Employer contribution / active EE | $1,831 | $3,113-41.2% | $3,754-51.2% | $2,631-30.4% |
| Participant deferral / active EE | $1,965 | $4,056-51.6% | $5,116-61.6% | $4,212-53.3% |
| Admin fee / account holder | $162 | $7,222-97.8% | $8,919-98.2% | $7,344-97.8% |