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 | $36,513 | $117,983-69.1% | $101,794-64.1% | $142,382-74.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 24.42% | 36.92%-12.5pp | 30.53%-6.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,347 | $2,773-15.4% | $2,289+2.5% | $4,299-45.4% |
| Participant deferral / active EE | $12,566 | $4,714+166.6% | $4,084+207.7% | $6,507+93.1% |
| Admin fee / account holder | $239 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |