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 | $26,074 | $74,888-65.2% | $71,209-63.4% | $142,382-81.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 17.81% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,236 | $2,854-56.7% | $2,721-54.6% | $4,299-71.3% |
| Participant deferral / active EE | $1,462 | $4,454-67.2% | $4,175-65.0% | $6,507-77.5% |
| Admin fee / account holder | $217 | $5,568-96.1% | $5,349-96.0% | $12,624-98.3% |