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 5-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 | $36,784 | $148,534-75.2% | $135,903-72.9% | $139,434-73.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.46% | 79.19%-56.7pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $3,000 | $5,243-42.8% | $4,856-38.2% | $4,751-36.9% |
| Participant deferral / active EE | $3,000 | $8,100-63.0% | $7,758-61.3% | $6,710-55.3% |
| Admin fee / account holder | $224 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |