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 4-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 | $144,479 | $109,904+31.5% | $97,167+48.7% | $145,959-1.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 16.35% | 243.43%-227.1pp | 75.27%-58.9pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,071 | $3,084-32.8% | $2,729-24.1% | $4,661-55.6% |
| Participant deferral / active EE | $12,750 | $4,676+172.7% | $4,264+199.0% | $6,689+90.6% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |