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 10-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 | $26,528 | $149,679-82.3% | $117,039-77.3% | $147,584-82.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 16.87% | 19.31%-2.4pp | 18.95%-2.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,536 | $4,937-28.4% | $3,785-6.6% | $4,876-27.5% |
| Participant deferral / active EE | $4,853 | $4,912-1.2% | $3,929+23.5% | $5,439-10.8% |
| Admin fee / account holder | $258 | $7,856-96.7% | $5,974-95.7% | $10,885-97.6% |