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 | $14,480 | $158,398-90.9% | $126,539-88.6% | $142,382-89.8% |
| Participation rate | 63.2% | 75.8%-12.6pp | 69.8%-6.7pp | 80.1%-17.0pp |
| Annual return | 20.16% | 593.76%-573.6pp | 425.95%-405.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $777 | $4,650-83.3% | $3,674-78.8% | $4,299-81.9% |
| Participant deferral / active EE | $1,394 | $4,767-70.8% | $4,083-65.9% | $6,507-78.6% |
| Admin fee / account holder | $168 | $6,918-97.6% | $6,065-97.2% | $12,624-98.7% |