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 | $26,132 | $102,966-74.6% | $90,281-71.1% | $152,861-82.9% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.4%-38.0pp |
| Annual return | 28.58% | 95.16%-66.6pp | 78.10%-49.5pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,822 | $3,139-42.0% | $2,854-36.2% | $4,762-61.8% |
| Participant deferral / active EE | $1,867 | $4,281-56.4% | $3,885-52.0% | $5,850-68.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |