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 | $13,522 | $108,919-87.6% | $100,391-86.5% | $145,922-90.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 16.65% | 57.88%-41.2pp | 49.20%-32.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,463 | $4,419+1.0% | $3,942+13.2% | $4,660-4.2% |
| Participant deferral / active EE | $10,126 | $8,445+19.9% | $8,082+25.3% | $6,688+51.4% |
| Admin fee / account holder | $20 | $9,689-99.8% | $7,899-99.7% | $13,397-99.8% |