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 | $44,287 | $109,817-59.7% | $98,442-55.0% | $167,490-73.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 15.95% | 1956.69%-1940.7pp | 1492.73%-1476.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $854 | $3,224-73.5% | $2,960-71.1% | $4,837-82.3% |
| Participant deferral / active EE | $2,354 | $4,673-49.6% | $4,276-45.0% | $6,341-62.9% |
| Admin fee / account holder | $38 | $6,753-99.4% | $5,949-99.4% | $12,309-99.7% |