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 | $46,492 | $107,334-56.7% | $92,893-50.0% | $152,861-69.6% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.4%-37.0pp |
| Annual return | 23.69% | 145.58%-121.9pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,119 | $4,221-73.5% | $3,653-69.4% | $4,762-76.5% |
| Participant deferral / active EE | $2,758 | $4,845-43.1% | $4,236-34.9% | $5,850-52.9% |
| Admin fee / account holder | $158 | $7,079-97.8% | $5,794-97.3% | $11,596-98.6% |