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 | $44,372 | $112,881-60.7% | $90,951-51.2% | $158,922-72.1% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 20.43% | 215.79%-195.4pp | 134.60%-114.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,205 | $2,893-23.8% | $2,122+3.9% | $4,761-53.7% |
| Participant deferral / active EE | $4,045 | $4,128-2.0% | $3,373+19.9% | $5,982-32.4% |
| Admin fee / account holder | $167 | $8,041-97.9% | $5,959-97.2% | $11,246-98.5% |