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 9-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 | $47,443 | $64,324-26.2% | $118,925-60.1% | $79,858-40.6% |
| Participation rate | 26.5% | 64.9%-38.4pp | 75.4%-48.9pp | 69.6%-43.2pp |
| Annual return | 21.01% | 86.45%-65.4pp | 35.88%-14.9pp | 31.71%-10.7pp |
| Employer contribution / active EE | $593 | $1,836-67.7% | $3,263-81.8% | $2,471-76.0% |
| Participant deferral / active EE | $2,341 | $2,824-17.1% | $4,265-45.1% | $3,740-37.4% |
| Admin fee / account holder | $20 | $4,040-99.5% | $6,581-99.7% | $5,306-99.6% |