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 5-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 | $29,276 | $81,460-64.1% | $103,333-71.7% | $80,856-63.8% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 13.58% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,316 | $3,105-25.4% | $3,868-40.1% | $2,755-15.9% |
| Participant deferral / active EE | $3,441 | $3,869-11.1% | $5,057-32.0% | $4,296-19.9% |
| Admin fee / account holder | $84 | $6,566-98.7% | $8,355-99.0% | $6,918-98.8% |