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 | $47,166 | $52,639-10.4% | $185,117-74.5% | $62,292-24.3% |
| Participation rate | 60.4% | 63.9%-3.5pp | 77.3%-16.9pp | 69.5%-9.2pp |
| Annual return | 20.37% | 19.57%+0.8pp | 40.50%-20.1pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,336 | $1,483-9.9% | $4,182-68.0% | $2,042-34.6% |
| Participant deferral / active EE | $2,190 | $3,097-29.3% | $5,045-56.6% | $3,169-30.9% |
| Admin fee / account holder | $240 | $374-35.7% | $8,159-97.1% | $479-49.9% |