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 | $80,295 | $88,710-9.5% | $81,783-1.8% | $145,959-45.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.72% | 1027.26%-1011.5pp | 775.05%-759.3pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,606 | $3,083-47.9% | $2,913-44.9% | $4,661-65.5% |
| Participant deferral / active EE | $2,513 | $4,645-45.9% | $4,320-41.8% | $6,689-62.4% |
| Admin fee / account holder | $16 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |