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 | $53,158 | $52,279+1.7% | $89,391-40.5% | $79,858-33.4% |
| Participation rate | 32.0% | 57.5%-25.5pp | 68.0%-36.0pp | 69.6%-37.6pp |
| Annual return | 17.15% | 22.16%-5.0pp | 245.62%-228.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,044 | $1,572-33.5% | $2,586-59.6% | $2,471-57.7% |
| Participant deferral / active EE | $2,082 | $2,740-24.0% | $3,890-46.5% | $3,740-44.3% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |